Manage business contacts by creating, editing, and organizing contact information. Share exclusive marketing materials like videos and images. Collaborate with team members and connect with new contacts through integrated communication tools.
Capture and manage leads by scanning event badges to extract contact information. Exchange contacts quickly via QR code or Bluetooth. Sync data with HubSpot CRM for centralized lead management and follow-up tracking.
Create activities, tag companies, link predecessors
Create and assign activities, tag multiple companies, and link predecessors or add critical path items. Notify trade contractors via automatic notifications when activities are created or reminders are needed.
The app provides unlimited access to sales leads for faster prospecting and smarter selling. Users can find detailed business or consumer profiles using their current location and manage contacts with notes, statuses, and follow-ups.
Manage account details and access customer information. Browse products and promotions. Place orders and view order history. Track shipments and contact support. Sync with website features for account management.
View and edit prospect and customer contact information. Call, text, email, or map contacts through preferred iOS apps. Add and access communication notes on mobile. Assign tasks to self or others in the agency. Sync reminders for task deadlines.
Schedule video conferences with one click. Search for text and audio transcripts with playback. Tag conversations for quick access. Take notes and chat within the . Make one-click audio calls to email contacts.
The app allows users to manage accounts and contacts from a mobile device. Users can add new accounts, complete tasks, make calls, send messages, and update information.
Manage emails with a secure, domain-based inbox. Preview messages and handle attachments directly. Receive push notifications for new emails. Access email from any location. Organize messages with folders and search. Share files securely within the .
Identify and map high-potential leads within your territory. Set up and optimize routes. Prepare meeting notes and CRM data using AI. Capture and update CRM information in real time. Track progress and manage tasks directly from the .