Schedule appointments, set reminders, and manage calendars. Create and edit events with time and location details. Sync across devices and receive notifications. Track tasks and deadlines. Organize meetings and share calendar invites.
Scheduling: Manage appointments and track employee assignments through an intuitive calendar. Messaging: Streamline internal communication with real-time chat and notifications.
The app connects to the LeadPerfection CRM database for sales representatives. Users can view upcoming appointments, enter appointment results, and view personal sales statistics.
The app provides mobile access to client data, appointments, and tasks for professionals. Users can manage contacts, schedule meetings, track tasks, record notes, and view insurance and investment details.
Track client information, appointments, and service histories. Send mass messages to clients based on visit frequency. Search and query client details. Set default 15-minute appointment intervals. Manage communication and scheduling efficiently.
