Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Monitor and manage location by tracking performance metrics and site ratings. Read and respond to customer reviews promptly. Send review requests to boost feedback volume. Manage customer inquiries through integrated messaging apps.
Track deals and coupons to monitor customer activity in real-time. Validate and redeem Deal Certificates or coupons by scanning or entering numbers. Link accounts to view customer breakdowns and manage business data.
Create and join virtual meetings with real-time video and audio. Share screens and documents. Collaborate on whiteboards. Schedule and manage meetings with calendar integration. Invite participants via link or contact.
Manage banking with real-time balance checks, transaction history, and fund transfers. Make loan payments, link external accounts, and set alerts. Deposit checks via photo. Use biometrics or multi-factor authentication for secure login.
Access company data on industry, leadership, and technographic details to inform sales discussions. Review pre-meeting briefs, including new stakeholders and icebreakers, to prepare for meetings. Share insights directly during calls.
Track vehicles in real time using GPS. Monitor driver behavior and vehicle performance. View location history and receive alerts for unauthorized movements.
Manage patient schedules and appointment types remotely. View daily bookings and their details. Send texts and make calls using an office number to protect personal contact information. Adjust phone hours and handle emergency forwarding.
Manage customer support tickets with priority settings and status updates. View and respond to messages, assign tickets, and track resolution progress. Access customer history and conversation logs.
Use softphone to make IP-based calls and access your business phone system. Make and receive calls using a dedicated business number. Stay connected via Wi-Fi in areas with poor cellular coverage. Keep business and personal calls separate.