Manage customer contacts, track call notes, and view history. Log sales activities, generate reports, and access real-time data. Sync with team members and receive alerts for important updates.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Access product information, marketing materials, and presentations. Email or text individual screens to customers. Receive real-time updates for current data. Share documents directly from the device.
Access business management tools on mobile with a point-and-click interface. Send and receive two-way text messages, manage voicemails, transfer calls, and use email and Facebook Messenger.
Automate scheduling with task assignment and electronic task receipt. Track customer trends and analyze revenue vs service costs per account. Access real-time sales rep availability for urgent support.
Manage sales, track inventory, and engage customers
Manage retail operations with real-time inventory tracking, customer lookups, and sales processing. Process payments, view sales reports, and access product information. Sync with point-of-sale systems and enable mobile check-out capabilities.
Manage leads with real-time visibility based on user roles. Assign and track leads within a sales team. Access lead details and activity logs. Sync with the web-based lead management platform. Require company authorization for login.