Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
Manage deals with real-time updates and notifications. Access meeting details, contact information, and notes. Connect notes to records and sync with Microsoft Teams. Update records remotely and stay informed of pending actions.
Manage and customers with contact details, notes, tasks, labels, and reminders. Capture customer information on the go. Send price quotes and track interactions. Sync with People Insights for lead details. Set reminders and organize tasks.
Learn strategies and product knowledge for ecosystem. Access training modules and certifications. Engage with community forums and expert resources. Track progress and earn credentials. Connect with other professionals.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Create and send invoices, estimates, and orders. Process payments securely. Manage product inventory. Design and track GPS routes. Set territories. Integrate with Quickbooks, SAP, Freshbooks, Excel, and Xero.
View customer-specific pricing and company-wide availability. Create orders with real-time pricing. Add product groups to a shopping cart. Scan barcode labels. Contact branches for special orders. Map branch locations.
Track transactions and generate invoices. Manage customer data and inventory. Create receipts and reports. Set up CRM features to organize client interactions and monitor performance. Export data for analysis and -keeping.
Manage by recording transactions, tracking dates, and noting customers. Monitor deliveries and update stock levels automatically. Maintain customer information in a centralized database.
Manage employee leaves and absences with customizable types and balances. Track time off across multiple locations and policies. Set accrual rules and carry-over settings. Enable multi-level approval processes. Receive notifications for requests.