Manage leads, prospects, and deals with real-time updates on notes, statuses, and deals. Add tasks, tag teammates, and map local contacts for sales visits. Create quotes directly from the and voice dictate notes to update statuses.
Monitor project progress by viewing task status and timelines. Retrieve documents instantly and access chat history. Update tasks and timesheets with one click. Receive instant alerts for project changes and notifications.
Track field staff visits with photos, location, and time. Managers can view client visits globally. Plan and assign visits to the sales team. Quick start with registration. Use face recognition for touchless attendance.