The app provides mobile access to a hosted CRM for sales and service professionals. Users can manage contacts, leads, deals, and activities directly from their iPhone, and access web information and dashboards.
Identify and map high-potential leads within your territory. Set up and optimize routes. Prepare meeting notes and CRM data using AI. Capture and update CRM information in real time. Track progress and manage tasks directly from the .
Capture and manage leads by scanning event badges to extract contact information. Exchange contacts quickly via QR code or Bluetooth. Sync data with HubSpot CRM for centralized lead management and follow-up tracking.
The app transforms a device into a sales, presentation, and training toolkit. Users can create interactive presentations with various media types and share them digitally, tracking engagement.
Receive instant notifications about VIP website visitors and sales opportunities. Communicate in real-time with sales reps via the . Prioritize prospects using predefined segments. View and manage sales activities directly from your phone.
Capture business cards with AI-powered OCR and scan QR codes for contact exchange. Enrich contacts with company and social data automatically. Create events, organize contacts by occasion, and use Event Mode for focused lead capture.
The app organizes customers, prospects, suppliers, purchase orders, estimates, and invoices. Users can access inventory lists, stock levels, and item details, with options to add, edit, or delete inventory data.
Manage sales opportunities and daily work plans remotely. Add and update customer profiles. Respond to sales leads anytime. Search inventory and track dealership activities through a interface.
Plan visits to multiple leads with an AI-powered route planner that calculates optimal travel time. Create and manage contact lists. Make calls using a speed dialer. Track progress and manage leads on the go.
Track prospects with notes and reminders. Set follow-up dates and manage interactions. Create up to 5 prospects for free. Upgrade for advanced features like unlimited prospects and analytics.
Veteran Consulting allows users to access VA benefits information, schedule consultations, and submit benefit applications. Track progress on claims and receive updates.