Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Access presentations and forms offline for instant use. Sync content automatically in the background. Organize files with folders, tags, and search. Track usage with real-time analytics. Scan badges for event registration.
Manage by updating existing entries and discovering new ones in Google and Microsoft inboxes. Clean up duplicate and scan business cards to save as new . Organize professional relationships and maintain contact information efficiently.
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.
Create and manage cards with Apple Wallet integration. Exchange contacts effortlessly and share information instantly. Personalize cards with logos and colors. Manage multiple cards for different roles or businesses.
The app syncs contacts across devices and accounts like Gmail, Exchange, Office365, and iCloud. It offers contact deduplication, business card scanning, and automatic contact enrichment.
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Register to create a digital business card. Exchange, save, and download cards easily. Update contacts and generate a QR code. Find people nearby. Share your card via a unique link or email signature. No physical cards required.
The app provides a digital business card platform for professionals and enterprises. It allows for contactless sharing of contact details and integrates with CRM tools for lead management.
Manage contacts and track leads with customizable fields. Send emails and texts using pre-set templates. Schedule calls and sync calendar events. Monitor pipeline progress and set reminders. Share documents and notes securely.
Access CRM data and make calls directly from the . View and prioritize leads and contacts. Dial contacts automatically based on importance. Group contacts by hashtags or custom sets. Use Bluetooth for hands-free calls while moving.
Review alerts and notifications, view resource details with visualizations, check billing and usage data. Access alarms from the last 24 hours. Manage limits and monitor resources remotely.
Plan daily routes by adding stops and optimizing order. Use turn-by-turn navigation for efficient travel. Visualize accounts on a map to plan territories and optimize multi-stop routes.
The app allows users to manage accounts and contacts from a mobile device. Users can add new accounts, complete tasks, make calls, send messages, and update information.