Manage leads with real-time visibility based on user roles. Assign and track leads within a sales team. Access lead details and activity logs. Sync with the web-based lead management platform. Require company authorization for login.
Manage personal information by updating contact details, emergency contacts, and banking information. Handle payroll data and HR tasks. Access company services for work-related activities.
Create and send accurate quotes and invoices to clients quickly. Manage team data and schedule shifts with real-time updates. Track locations and times for scheduling adjustments. Confirm workforce availability and access detailed call information.
Manage patient intakes digitally and ensure HIPAA compliance. Schedule appointments and switch between iPad and Mac for data entry. Edit patient information with fingertip input. Track treatment notes and generate reports.
Send and receive HIPAA compliant faxes directly from iPhone or iPad. View and manage sent and received faxes. Customize security settings and workflow preferences. Print documents via AirPrint.