Create and share QR codes linking to contact information like phone numbers, emails, and websites. Save multiple cards and switch between them quickly. Add the widget to your home screen for easy access.
Manage conversations, bookings, and payments in one
Manage customer interactions with real-time messaging, bookings, and reviews. Handle payments and marketing automations within a unified dashboard. Schedule appointments and sync team communications across channels, including SMS and social media.
Access customer-facing content, sales training, and buyer insights in one place. View information online or offline across devices. Receive AI-driven content suggestions. Generate personalized sales pitches for customers.
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Identify personal and team dynamics to enhance collaboration. Provide insights for better meetings and communication. Offer strategies to manage conflict and improve workplace effectiveness. Adjust approaches based on individual and team .
AI Bot assists with task completion by understanding and responding to user messages. It learns user preferences over time to personalize interactions. Users can ask for help with daily tasks or engage in conversations.
View and test prototypes created with Studio. Access prototypes from the cloud or local storage. Share prototypes for remote testing. Save and export prototypes directly. Open prototypes on iOS and iPadOS without requiring Studio.
Manage member information by creating and editing profiles with personal, contact, and custom fields. View member lists with thumbnails and group assignments. Add or remove individuals from groups.
Manage contacts and relationships with a centralized CRM. Add notes, track birthdays, and set reminders. Log interactions, view relationship status, and share updates. Sync across devices and integrate with email.
Record and transcribe in-person meetings with one tap. Generate notes in your voice for accurate documentation. Sync notes with CRM systems directly from the . Create email drafts and task lists based on meeting content.
Manage client interactions with digital automation tools. Onboard clients, service accounts, and handle exceptions through centralized workflows. Send secure messages, share documents, and track client progress in real time.