Manage and organize data across multiple databases. Create, edit, and view records in real-time. Collaborate with teams, set permissions, and sync data across devices. Access all databases from the web directly on mobile.
Access dashboards, calendars, activities, tasks, opportunities, and contacts directly. Manage CRM data on the go. Sync with TDF and systems. View and update key metrics in real time. Navigate between modules for efficient workflow.
The app provides a 360-degree view of firms, offices, and advisors, tracking communication history and market segment performance. It manages CRM activities, schedules calls, and updates contacts for sales preparedness and efficiency.
Book appointments, create proposals, send invoices
Manage customer appointments and job schedules with a dedicated calendar system. Create and send proposals and invoices. Store unlimited photos and project documents. Automatically notify customers and track tasks for window tinting businesses.
Manage business matters by viewing, searching, and sorting cases. Review details and track progress. Access and update contact information. Create new contacts and maintain client communications.
Log calls and tasks, add and manage contacts, set follow-ups, and update deals. Track leads and manage CRM data directly from a mobile device. Keep records organized and accessible on the go.