Capture leads through landing pages, surveys, forms, and calendars. Automatically message leads via SMS, email, calls, and social platforms in a single thread. Track deal progress with predictive analytics and funnel builder tools.
The app manages and downloads documents, supporting Open Document formats like ODT, ODS, and ODP. It displays PDF, MS Word, Excel, PowerPoint, iWork, and image files, and integrates with cloud services like Google Drive, Dropbox, and Box.
The app provides a 360-degree view of firms, offices, and advisors, tracking communication history and market segment performance. It manages CRM activities, schedules calls, and updates contacts for sales preparedness and efficiency.
Access workout details including exercises, weights, and repetitions. View class schedules to check in, see times, and reserve a spot. Receive notifications for upcoming activities or messages.
