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.
Manage customer interactions across WhatsApp, Instagram, Messenger, SMS, website live chat, and more. Respond to messages, track conversations, and integrate with e-commerce, payments, calendars, and CRM systems.
Manage customer data by adding or updating contacts, creating new records, or closing deals. Access up-to-date information for meetings. Integrate with Dynamics 365 and Power Platform for seamless workflow.
Create and share instantly via QR code, NFC tap, email, text, or shareable link. Store contact information, company details, and social media profiles. Edit card design and add logos. Share directly from mobile without printing.
Manage and distribute sales presentation assets with a secure, centralized interface. Upload, organize, and share collateral materials. Track asset usage and permissions. Integrate with the Sandbox for scenario-based sales training and simulation.