Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Create matters and cards to organize work. Access detailed matter information including correspondence and documents. Record voice memos and send emails. Track critical dates, tasks, and calendar entries.
Manage Central account remotely. Track orders, inventory, and sales performance. Analyze product-level sales data and store traffic trends. Scan barcodes and use visual search to find profitable products.
Attend a tech event with real-time updates on schedules, exhibitors, and sessions. Register for participation, view speaker profiles, and access networking tools. Track event highlights and explore AI-focused content through integrated resources.
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Track progress on deals and manage leads. Sync data across devices and update records in real time.
Manage appointments and schedule staff-specific slots. Process payments and send automated text and email reminders. Allow 24/7 bookings via Instagram. Track client history and send appointment confirmations. Generate reports and manage inventory.
Manage sales processes with automated tracking and digital workflows. Log customer interactions, set reminders, and monitor deal progress. Share updates in real-time with team members and access contact information on-the-go.