Manage client and lead information, view and edit contact details. Schedule and update appointments. Access event listings. Use mapping features to locate and navigate to contacts, clients, and locations. Sync with web-based client management system.
Manage leads, prospects, and deals with real-time updates on notes, statuses, and deals. Add tasks, tag teammates, and map local contacts for sales visits. Create quotes directly from the and voice dictate notes to update statuses.
Export to CSV format for Microsoft . Select individual or export all at once. Preview and share exported files or email them. Edit names, delete files, or import back into .
Manage account details and access customer information. Browse products and promotions. Place orders and view order history. Track shipments and contact support. Sync with website features for account management.
Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
Manage calls using landline number over WiFi/LTE/3G. Join audio and video conferences. Transfer calls between landline, mobile, and tablet devices. Control home or office telephony remotely.
Access CRM data including contacts, accounts, leads, activities, and custom modules. View and edit records with mobile-optimized layouts. Log calls and meetings directly. Prepare for meetings with quick access to relevant information.