Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Manage business contacts across multiple lists with a unified address book. Share contacts with coworkers and invite them to collaborate. Use the built-in virtual assistant to update and organize contacts.
Manage legal teams, schedule events, and track tasks with workflow automation. Assign contacts to cases, calendar procedural tasks, and organize team activities. Access real-time marketplace for attorneys and litigation support.
Manage projects and business operations with real-time data access across devices. Track expenses, schedule tasks, and collaborate with team members. Sync data between smartphones, tablets, and computers. Monitor progress and generate reports.
Track project leads and access insights for renovation projects. Manage client communications and update project statuses. Share project details with team members and view real-time updates.
Clock in to track attendance and assign timesheets to projects and locations. Request holidays, medical, and personal leaves, with notifications upon manager approval. Manage team absences and receive updates on leave status.
Manage clients, leads, and projects with on-the-go access. Track sales, service, and production processes. Integrate with accounting software, drone footage, and sales automation tools.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
View a list of opportunities and manage sales pipelines. Assign and track tasks with automated updates. Receive real-time alerts on key performance indicators. Use predictive analytics to improve sales strategies and team performance.