Track income, expenses, and wallets across devices
Manage personal and business finances across multiple platforms. Create and organize wallets for income, expenses, budgets, or specific goals. Track transactions, set budgets, and monitor spending.
Accept payments securely using a point of sale system. Manage a basic product catalog, process transactions, and access business tools. Track sales, view reports, and manage inventory on the go.
Manage employee training with online courses, assessments, and progress tracking. Create and distribute knowledge resources. Integrate with enterprise systems for learning and capacity development. Monitor training outcomes and business impact.
Manage cases, track commissions, and stay connected
Manage business operations remotely by viewing active cases and policies from the home screen. Track commissions and incentives if applicable. Monitor client actions, policy anniversaries, and notable events to stay informed.
Record trips, calculate emissions, track commute time,
Track business and non-business trips to calculate commute time, distance, traffic, greenhouse gas emissions, and air pollution. Log trips, view health benefits, and save on commute costs.
Access company news, contact team members, and view event schedules. Send and receive messages, share files, and join virtual meetings. Explore product information and submit inquiries directly. Track project updates and access internal resources.
Collect customer contact information, email addresses, and media details. Gather survey responses and data at events, retail locations, or via kiosks. Sync data with devices and manage collected information remotely.