The app provides a 360-degree view of firms, offices, and advisors, tracking communication history and market segment performance. It manages CRM activities, schedules calls, and updates contacts for sales preparedness and efficiency.
Make calls and send texts for charitable causes. Join campaigns to support voter identification, persuasion, and fundraising. Skip unproductive numbers and streamline conversations to improve efficiency.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
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.
Capture and organize timestamped photos and videos
Timestamped and video records accurate date, time, and GPS location. Add map, weather, notes, company logo, job tag, or altitude. Anti-tamper features ensure photos remain unaltered. Use for check-ins, clock-in/out, or tracking site progress.
Create custom mobile apps without coding. Display content, take notes, and create forms. Capture photos, signatures, and GPS data. Scan barcodes and generate workflows. Integrate with cloud storage like Google Sheets, Excel, and Salesforce.
Automatically records and logs customer calls and texts. Dictates notes into CRM systems like Microsoft Dynamics, Salesforce, and Hubspot. Reduces manual data entry for sales teams. Syncs interactions with enterprise systems in real time.