Manage legal cases with centralized matter tracking, organize case details including contacts and documents, and set reminders for deadlines. Monitor time spent on tasks, generate invoices, and handle document workflows.
Manage customer data, streamline operations, control supply
Manage customer relationships with contact tracking, sales pipelines, and communication tools. Streamline business operations with inventory control, financial reporting, and resource planning.
Track inventory and manage accounts with real-time updates. Monitor cash flow and customer payments. Record transactions and generate reports. Sync data across devices. Set reminders for bills and expenses.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.