Manage customer data with contact records containing details, notes, tasks, call history, and messages. Add or update customer information, set reminders, and receive alerts. Access tasks and notes on-the-go.
Use softphone to make IP-based calls and access your business phone system. Make and receive calls using a dedicated business number. Stay connected via Wi-Fi in areas with poor cellular coverage. Keep business and personal calls separate.
View colleagues' presence status and send secure instant messages. Make and receive voice and video calls using a business phone number. Access call logs and voicemail.
Manage business calls using an iPhone as a PBX extension. Send, receive, and transfer calls. Put calls on hold during incoming calls. Send DTMF tones and mute audio. Switch between speaker, handset, and Bluetooth devices.
Manage borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
Check balances, view transactions, transfer funds, pay
Check balances and view transactions. Transfer funds, pay bills, and make loan and credit card payments. Review pending transactions and manage transfers. Send and receive secure messages. Access branch hours and locations.
Manage work tasks and access company resources remotely. Securely store and share sensitive data. Sync calendars and emails. Collaborate in real-time with team members. Control device access and monitor activity from a central dashboard.
Manage business calls with one-touch access to secure call operations. Place calls over data networks. Use company directory services for contact lookup. Send and receive messages. View real-time availability of colleagues.
Manage leads and contacts from anywhere with real-time message review. Make and track calls using your business line. View account insights and optimize your account on the go.
Track vehicle locations and driver performance in real time. View route details and fuel usage. Receive alerts for maintenance needs and dispatch tasks. Sync with back-office systems for updated schedules and reports.