Update opportunities with real-time data entry and quick edits. Track deal progress and manage pipelines on the go. Set reminders and receive alerts for key milestones. Collaborate with teams through in- messaging and file sharing.
Manage data with a centralized database. Store contact information, notes, and communication history. Schedule follow-ups and send messages directly. Access details from any location. Sync across devices and share files securely.
Manage email and SMS/Viber campaigns by creating and sending them from iPhone or iPad. Add and view subscriber lists, manually input emails, and track opens and clicks with detailed analytics.
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.
The app provides a 360-degree view of firms, offices, and advisors, tracking communication history and market segment performance. It manages CRM activities, schedules calls, and updates contacts for sales preparedness and efficiency.
View projects, companies, contacts, action items, and documents. Access frequently used items via favorites and recents. Use global search to navigate quickly.
QR and barcode scanner allows users to scan and read various types including QR, UPC, EAN, code39, and code128. Instantly access product info and deals from Amazon, eBay, Walmart, Target, Google, and other retailers.
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.
Manage members and events by adding or checking in attendees, editing events, modifying member details, approving memberships, archiving contacts, and recording manual payments. Search for contacts and suspend memberships as needed.
The app organizes emails from customers or deals together. It tracks status, notes, and details for each customer, allowing users to find deals needing attention with pipeline filters.
Manage sales pipelines by tracking deal history and upcoming activities. Access to-do lists and contacts via name or organization search. Stay organized with real-time updates and meeting preparation tools.
Manage work orders, customers, contacts, locations, tasks, and products directly from a device. Create and assign tasks, track service progress, generate invoices, and update customer information in real time.