Manage customer relationships with CRM tools for sales, deals, quotes, and invoices. Create custom forms to collect data. Schedule and assign jobs. Log and track time with timesheet features. Sync data across mobile and cloud platforms.
Capture and convert customers with tools for lead generation, email marketing, and customer relationship management. Track sales pipelines, automate follow-ups, and analyze performance metrics.
Manage contacts, notes, and sales pipelines in one place. Automate follow-ups and track lead progress with AI. Sync across devices for on-the-go access. Schedule and manage sales calendars.
Manage publishing operations with integrated sales, marketing, production, and billing tools. Create and convert proposals into contracts. Track ad revenue and manage media properties. Generate reports and streamline workflow across departments.
View leads and client information on the go. Access job and contact details instantly. Receive real-time updates and sync with Tech CRM for consistent data across devices. Manage tasks and track progress within the .
Manage customer and lead data on the go. Update client information, track activities, and sync with team members. Access CRM data anytime and ensure data security while working remotely.
Track personal goals by setting weekly or monthly targets for appointments, contacts, and calls. Update progress after each phone call. Compare current performance against goals to determine if on or off track.
Manage contacts, perform property searches, and share listings. View and send emails, text, and track urgent tasks. Set appointments and configure real-time notifications for various actions. Stay updated on tasks and manage CRM tools on the go.
Record voice conversations during meetings, calls, or in-person discussions. Transcribe audio into text with AI. Generate summaries of key points, decisions, and action items. Share transcribed notes and summaries directly.
Allows users to scan visitor badges to capture contact information. Add notes and action items to leads. Retrieve and access scanned visitor data through a personal dashboard.