Manage sales processes with task automation, customer data tracking, and performance analytics. Monitor sales pipelines, generate reports, and sync with CRM systems. Set reminders and manage leads remotely.
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
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.
Manage customer interactions with task lists and communication tools. Track sales performance and team progress. Access resources for customer service and business management. Organize schedules and streamline administrative tasks.
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
Manage using OKR methodology. Set abstract and convert them into key results. Track progress with visual progress bars. Plan long-term with structured planning tools. Access rich desktop widgets. Sync across iPad and Mac devices.
Scan and archive cards using OCR technology. Extract contact information including name, title, phone number, and email. Save contacts to device or cloud. Search and organize saved contacts. Share contact details via email or messaging.
Manage contractor assignments and timecards. Automate time tracking, approval, and invoicing. Access business intelligence including sales and gross profit per assignment. View data across custom time periods.
Schedule and manage bookings for both clients and professionals. Automate online booking processes. Track client data, employee schedules, and business finances. Integrate inventory management and CRM features.
Manage sales and inventory offline with invoicing and billing features. Track client routes with maps on iPad. Access multiple warehouses and set discount structures. Support multiple user roles for team collaboration.
Log drone flights directly from the without additional equipment. Track weather and temperature in Kelvin. Manage multiple drones in a fleet. Review records with location and crew details.
Sync calendar, automate sales, send messages, track
Manage leads and sales pipelines with automation tools. Sync Google calendar, generate reports, send and receive calls and texts. Set up sales processes and track progress.
Calculate annual profits by inputting revenue and expenses. Determine sales margins with customizable inputs. Track trends over time. Export calculation results for record-keeping. Set reminders for reviews.