Manage leads with customizable workflows and AI-driven matching. Track client interactions via email integration. Update details and manage deals directly from the . Set reminders and monitor sales pipelines in real time.
Create, edit, and collaborate on documents using . Share files with others for real-time editing. Access Excel and PowerPoint for spreadsheet and presentation tasks. Store files in OneDrive with 1 TB of cloud storage.
Access and view images and documents stored on a Document Imaging Server. Search for files by keyword or metadata. Download, annotate, and share documents securely. Sync with the system for -time updates.