Manage customer relationships with role-based dashboards for sales and medical teams. Track interactions, schedule follow-ups, and access product information. Share documents and communicate securely with healthcare professionals.
Manage contacts and track project milestones directly from a smartphone. Log and update key project details in real time. Share updates with team members and access critical data on the go.
Manage customer relationships with contact tracking, activity logging, and task management. Access product information and sales tools. Schedule and manage appointments. Share insights with team members. Sync data across devices.
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
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.
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
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 .
Access property and owner data to build targeted lists and reach potential buyers. Filter leads by criteria like home condition, roof age, and ownership status. Export contact details including phone numbers and emails.
Manage customer data by searching and adding contacts. Scan driver's licenses or VINs for quick lookups. Find inventory and send follow-up texts or videos. Complete daily tasks offline and access CRM features on the go.
Update opportunities with real-time data entry and quick edits. Track deal progress and manage pipelines on the go. Set reminders and receive alerts for key milestones. Collaborate with teams through in- messaging and file sharing.
The app provides mobile access to CRM data, supporting online and offline functionality. It enables users to view, create, delete, and modify data without an internet connection, integrating features like photo capturing and route planning.