The app organizes emails from customers or deals together. It tracks status, notes, and details for each customer, allowing users to find deals needing attention with pipeline filters.
Allows users to scan documents, receipts, business cards, and whiteboards by pointing the camera. Automatically rotates, crops, and enhances scans for clarity. Save or share scanned documents via email or text.
Check balances and review account activity. Make transfers between accounts. Deposit checks by photo. Enable Touch ID or Face ID for secure access. Lock or unlock debit or credit cards remotely. Set up alerts for account activity.
The app offers tools to manage money, move funds, deposit checks, and track spending. It provides a personalized dashboard, credit card management, and the ability to view external accounts.
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
Manage contacts and track leads with customizable fields. Send emails and texts using pre-set templates. Schedule calls and sync calendar events. Monitor pipeline progress and set reminders. Share documents and notes securely.
Stay connected with incarcerated loved ones through video calls and real-time messaging. Send money for media and communication purchases. Manage account details and view call history. Send and receive digital messages.
Manage transactions with secure data room access, conduct due diligence for buy-side and sell-side activities, prepare data rooms, and track pipeline progress. Share files, collaborate in real-time, and control access permissions.
Monitor and track account activity with real-time alerts. Pay bills, deposit checks, and transfer money between accounts. Customize dashboard and view accounts from multiple institutions.
Manage accounts with payment options, recurring payment setup, and payoff information access. View transaction history and account details. Receive notifications for account activity and payment confirmations.
Access customer data from the NS database to manage CRM, add new deals, and track a pipeline. Approve deals, conduct construction inspections, and capture property photos for origination or asset management.
Manage campaign fundraising by calling, texting, or emailing contacts anytime. Access real-time contact information and use one-click templates for quick follow-ups. Coordinate with teams remotely and track progress.