Manage contacts from address books, emails, and calendars. Merge data with database for unified relationship management. Track prospecting, qualifying, and meeting activities. Log follow-ups and project progress.
Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
Record and transcribe in-person meetings with one tap. Generate notes in your voice for accurate documentation. Sync notes with CRM systems directly from the . Create email drafts and task lists based on meeting content.
Manage customer interactions through multi-channel communication including messengers, emails, and calls. Track sales pipelines, set automated workflows, and generate reports. Access analytics and manage contacts directly from the .
Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
Track with a simple interface. Log entries manually or automatically. Set daily and weekly goals. Export logs in CSV format. Receive notifications for missed entries. Sync data across devices.
Manage contacts and calendar events from Outlook or Gmail. Add properties during site visits, update deals in real time, and access contact information before meetings. Sync data across devices and track deal progress.
View account performance with interactive filters and date-specific reviews. Access key metrics like SL, AHT, ASA, and call data. Dive deeper into detailed figures for each metric. Sync with Cisco, Genesys, CRM, and QMS systems.
Organize tasks, projects, customers, and documents in a customizable workspace. Create and assign tasks, track progress, and link related items. Collaborate in real-time, set deadlines, and manage workflows.