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.
The app provides access to account data online and offline. Users can manage customers, contacts, and sales orders, while also reviewing analytics and completing surveys.
Manage client interactions by sending personalized messages and scheduling meetings. Track project progress and assign tasks to team members. Share files and updates in real time. Monitor client activity and receive notifications.
