The app allows customers to manage bank accounts, including payments, money transfers, and balance checks. Users can also invest in mutual funds and apply for credit cards through the application.
Manage emails across Gmail, Hotmail, Live, Outlook, Yahoo, MSN, iCloud, and AOL accounts in one . Supports IMAP and POP3 mailboxes. Read, reply, forward, and attach files with swipe or tap gestures.
Create and send professional invoices with customizable details including payment info, taxes, and due dates. Track invoices and add extra images. Configure settings for withholding and payment terms. Export and share documents directly.
The app organizes contacts and groups with options to add pictures for groups and manage members. It allows backing up and restoring contacts, searching by name, phone, or email, and supports smart groups, dark mode, and different contact types.
Clean by removing exact matches with one tap. Backup, restore, and export . Share calendar events via ICS files. Delete or move events directly on iPhone or iPad.
Manage contacts, automate tasks, and track campaigns
View campaign performance metrics and automation data. Manage customer interactions and contacts through a built-in CRM. Access business insights and key data on-the-go. Edit and send messages directly from the .
Manage customer interactions with shared contact records, track sales pipelines, and analyze marketing performance. Create and send emails, schedule calls, and log activities. Sync data across Sales and Marketing tools for real-time insights.
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.
View account balances and track recent transactions. Add money using Apple Pay or saved payment methods. Link ID card to Wallet for campus access and payments. Pay for laundry, snacks, and dinners via iPhone or Apple Watch.
Create and customize cards with contact details, social media links, and attached documents. Share via SMS, email, or social media. Manage and organize contacts through a personal Prospect Center.
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.