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 customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Manage supporter relationships and database entries directly from your mobile device. Process donations securely using RFID cards or digital wallets. Access donor insights and interaction history for informed decisions.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Manage access control by allowing or denying visitor entry. Communicate with visitors via audio. View live HD video and streaming footage. Control access remotely from anywhere. Monitor entry points and manage permissions through the .
Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.