Schedule and manage bookings instantly. View customer details and job history. Assign tasks to team members. Communicate with clients via text, call, or email. Process payments directly within the .
Track company and contact history. Dictate meeting notes. Create and manage follow-up tasks. Update opportunities and quotations. Streamline project management. Organize to-do lists. Access data via web or mobile.
The app provides access to business contacts, mail, appointments, tasks, projects, documents, and files. Users can manage their data on an iOS device when connected to the internet.
Access dashboards, calendars, activities, tasks, opportunities, and contacts directly. Manage CRM data on the go. Sync with TDF and systems. View and update key metrics in real time. Navigate between modules for efficient workflow.
