Manage contacts by filtering and organizing data into smart lists. Engage in two-way email and SMS conversations. View real-time notifications and access dynamic contact cards with customer details. Monitor and manage online reputation.
Collect contacts directly from a tablet during events. Capture and store data offline. Sync with cloud for backup. Link business card images to entries. Use OCR to extract text. Send emails with attachments. Ensure GDPR compliance and secure access.
The app integrates with Newforma software for project information management. It provides access to automatically updated contact and company information associated with projects.
The app provides access to customer contacts and companies. It features company and contact lookup, transaction history, and one-tap communication options.
The app optimizes field efficiency and effectiveness by processing customer orders instantly and reducing human errors. It integrates with various accounting systems and provides features like recurring order templates and product catalogs.
The app transforms an iPad into a mobile sales office. It manages appointments, tracks interactions, creates proposals, and automatically fills PDF paperwork.
Manage social media, text, and messaging for financial services professionals. Create and schedule automated campaigns. Access corporate content and engage in compliant 1:1 and 1:many outreach. Monitor interactions and track campaign performance.