Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
Manage customer interactions with task lists and communication tools. Track sales performance and team progress. Access resources for customer service and business management. Organize schedules and streamline administrative tasks.
Create and manage invoices, quotes, and sales orders. Track payments and send reminders. Generate reports on unpaid invoices and sales. Email, print, or fax documents directly. Send client statements and recurring invoices.
Accept debit, credit, EMV chip, and Apple Pay payments with the Reader. Track sales and inventory in real time. Manage items and employees. View business analytics and deposit funds within one business day.
Create and customize invoices and estimates with logos, signatures, and branding. Collect signatures in person or online. Attach photos to documents. Convert estimates to invoices quickly. Duplicate templates. Save recurring line items.
