Access CRM data and make calls directly from the . View and prioritize leads and contacts. Dial contacts automatically based on importance. Group contacts by hashtags or custom sets. Use Bluetooth for hands-free calls while moving.
Capture leads at events with real-time attendee data collection. Share cards via QR code or link. Sync contacts across devices and integrate with email and calendar apps. Track engagement metrics and export lead information.
Capture leads by scanning business cards with an AI-powered scanner. Create and share digital business cards. Take notes and tag leads. Automate follow-up campaigns. Sync with CRM systems like Salesforce or HubSpot.
Manage campaigns and automate tasks. Add contacts via device or scan business cards. Track campaign performance and customer interactions. Send personalized emails and manage subscriber lists. Integrate with CRM tools for customer engagement.
Access property and owner data to build targeted lists and reach potential buyers. Filter leads by criteria like home condition, roof age, and ownership status. Export contact details including phone numbers and emails.
Manage customer interactions by integrating calls, texts, and contact information. Create shared inboxes, add internal notes, and use a mini CRM to track conversations and provide team members with context.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Scan cards, QR codes, and LinkedIn profiles to capture contact information instantly. Extract text and save data to contacts or notes. Share scanned info via email or messaging apps. Sync with cloud services for easy access and backup.
Manage leads and streamline sales processes by integrating CRM and conversational tools. Track pipeline stages, add and update leads, make calls, and create invoices. View sales progress and access all tools in one centralized platform.
Manage workflows with automation tasks. Receive email notifications, log work hours to spreadsheets, and download attachments to cloud storage. Track sales leads, connect to CRM, and get updates on work items.
Manage contacts and track leads with customizable fields. Send emails and texts using pre-set templates. Schedule calls and sync calendar events. Monitor pipeline progress and set reminders. Share documents and notes securely.
Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.