Manage members, track attendance, and process payments
Manage member attendance with roster, search, or barcode scanning via device camera. Set up self-service kiosks for check-ins. Track memberships, view client and prospect details. Handle billing, generate reports, and manage staff from an iOS device.
Track customer interactions by logging details like contact information, preferences, and notes. View performance metrics such as completed visits and sales.
Log customer interactions and notes directly from the field. Track sales progress and performance metrics. Manage leads and update customer information in real time. Generate optimized sales routes based on territory data and travel patterns.
Manage contacts and activities to prevent data loss. Track important dates and reminders. Integrate with Salesforce and other platforms. Share contacts across teams. View all known contacts for each prospect and customer.
Access and edit measurements, imagery, and property data from quotes. Add and view photos, labels, and notes on the map. Share updates for clear communication between desktop and mobile users.
Automate data entry with zero-touch syncing. Optimize routes and find new leads using AI. Prioritize leads and close deals from anywhere. Manage territories and automate CRM tasks. Track performance and access real-time insights.
Capture business cards with AI-powered OCR and scan QR codes for contact exchange. Enrich contacts with company and social data automatically. Create events, organize contacts by occasion, and use Event Mode for focused lead capture.