The app provides field sales CRM features for managing accounts, optimizing routes, and logging activity. It supports various field teams and integrates with other CRMs.
View deals and track their progress with real-time updates. Access and listen to calls offline. Share calls with team members. Comment on calls directly. Sync with desktop for consistent data. Set reminders for follow-ups. Export call transcripts.
Manage customer interactions through messaging and feedback tools. Track customer preferences and behavior. Generate reviews and monitor engagement. Integrate with social media and email for outreach. Analyze data to improve service and retention.
Purchases by linking emails to automatically monitor orders and view item details. Manage returns with one-tap access to policies and real-time alerts.
Manage projects, track progress, and communicate efficiently
Manage projects with real-time updates, task assignments, and progress tracking. View schedules, budgets, and site reports. Communicate with team members and upload photos or documents directly.
Track and approve expenses with digital receipts and invoice submission. Manage employee travel and expense reports. Issue and monitor virtual cards. Switch between purchase orders and invoices. View spending analytics and set approval workflows.