Track transactions and generate invoices. Manage customer data and inventory. Create receipts and reports. Set up CRM features to organize client interactions and monitor performance. Export data for analysis and -keeping.
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
Manage customer interactions and sales opportunities on-the-go. Access contacts, schedule appointments, send emails, and update tasks. Track communication and stay organized while managing business operations remotely.
Manage with detailed notes, tags, and custom fields. Set reminders for communication. Sync across devices. Track relationship history and send personalized messages. Export contact data securely.
Track of relationships with notes and reminders for friends, family, and acquaintances. Set recurring reminders and sync data across devices via iCloud. Data remains private and not shared.
Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
Manage contacts and relationships with a centralized CRM. Add notes, track birthdays, and set reminders. Log interactions, view relationship status, and share updates. Sync across devices and integrate with email.