Manage customer data, sales performance, and account plans in one place. Input and organize information, track metrics, and analyze performance. Customize the platform to fit specific business needs and goals.
View, create, and manage appointments and activities with customers. Access calendar data in day, week, and agenda views. Collaborate with team members, communicate with business contacts, and access data for informed decision-making.
The app provides access to SMP information for users. It allows management of customer and contact details, review of sales history, and logging of activities.
Manage customer relationships by working with sales pipelines and engaging via chat apps like Facebook, Instagram, and Telegram. Track e-commerce orders from platforms such as Etsy and eBay. Maintain product inventory and sync across sources.
Manage sales processes with a customizable CRM, track assets and content, and use a smart calendar for scheduling. Create and customize forms, onboard new hires, and access a learning management system for training.