Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Manage appointments with a centralized calendar, set reminders, and track client interactions. Contact clients directly through the . Capture and store home details and visuals. Sync with real estate listings and manage offers in one place.
Create and edit spreadsheets with formatting options, data entry, sorting, and formula support. Collaborate in real-time with others on the same document. Save automatically and open Excel files. Work offline and share spreadsheets for team editing.
Create and edit presentations with real-time collaboration. Add and rearrange , format text and shapes. Present directly from the device. Automatically save work and share presentations. Present during video calls. Work offline and online.
Manage with calling, texting, and video conferencing features. Access and manage voicemails, adjust settings, and activate call forwarding or do not disturb. Import, view, and edit contacts across devices.
Search product catalog, locate items, and place orders anytime. Access up to 14 months of order history and edit orders before delivery cutoff. Sync orders offline and view previous purchases.
Send messages to multiple contacts at once. Create and edit groups. Search for contacts or groups. Select multiple phone numbers per contact. Use templates to send repeated messages. Requires recipient consent and compliance with local regulations.
Manage schedules and crew assignments through job claiming and route coordination. Track location data via background geolocation. Sync with web platform for fleet management and client route adjustments.
Manage contacts, automate tasks, and track campaigns
View campaign performance metrics and automation data. Manage customer interactions and contacts through a built-in CRM. Access business insights and key data on-the-go. Edit and send messages directly from the .
Access product information, pricing, and order status through account linking. View real-time product availability at preferred and nearby branches. Find locations, hours, and contact details. Track order progress and check branch inventory.
Search product portfolio, request samples, and download literature. Create and track cases, chat in real time, and access technical advice. Use biometric authentication for secure login.
Stream and share audios, videos, literature, and presentations from mobile devices. Send media via text or email to candidates. Track progress and follow up by sharing additional content. Log in with IBO number and BWW password.
Manage email and SMS/Viber campaigns by creating and sending them from iPhone or iPad. Add and view subscriber lists, manually input emails, and track opens and clicks with detailed analytics.