Manage contacts with unlimited entries and custom fields. Track phone calls and text messages. Use email and marketing automation tools. Build sales funnels and monitor analytics. Sync with web for on-the-go patient pipeline management.
Access meeting details, log notes, and view a 360-degree overview of all meeting-related data. Link work calendars to sync event information. Edit and save meeting notes directly from the .
Manage sales processes by assigning closers to sets and tracking appointments and calendars. Merge proposal creation with CRM and proposal software for collaboration. Monitor rep activity and home disposition.
Intelligent customer relationship management system for business.
The app offers mobile customer relationship management to help users attract and close more deals. It enables users to connect with customers, acquire, retain, and delight them while on the move.