Check account balances without logging in. Transfer funds between accounts. Scan invoices using OCR. Order or renew Mobile BankID. View and manage loans. Calculate and apply for new loans. Track savings progress. Send and receive messages.
Sync calendar, automate sales, send messages, track
Manage leads and sales pipelines with automation tools. Sync Google calendar, generate reports, send and receive calls and texts. Set up sales processes and track progress.
Manage leads by assigning and viewing them instantly. Confirm appointments to connect with buyers and sellers quickly. Track status updates and communicate with Concierge and Agent Relationship Management teams.
Manage pet grooming appointments with scheduling tools and customer records. Send SMS and phone call reminders. Track pet and client details. Confirm appointments and receive instant updates. Sync data across devices for real-time access.
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 appointments, schedule staff hours, and plan customer meetings. Chat with employees and customers in real time. Sync calendar data across devices and access updates from any location.
Manage sales pipelines and track opportunities with daily overviews. Create and manage activities and appointments. Send emails and make calls directly. Monitor customer interactions and generate statistics. Sync with CRM data for real-time updates.