The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Receive assignments while in the field. Sort tasks by priority, location, type, or due date. Launch connected apps to complete work. Share status and location with the office. Add notes to assignments. View supporting data and maps.
Track visitor interactions and send personalized follow-up messages. Manage group assignments and schedule outreach. Monitor engagement metrics and export data for reporting. Share resources and event details directly with visitors.
Calculate patterns for fabrication and manufacturing
Calculate patterns for fabrication, piping, pressure vessels, and industrial manufacturing. Input dimensions and select shapes to generate accurate layouts. Export measurements and share results directly.
Manage contacts, calendar, tasks, and notes in one interface. Outlook, Act!, Goldmine, or Palm Desktop. Set color categories for calendar events. Track task completions and appointment history.
Calculate flat patterns for spherical heads, hemispherical ends, and -type layouts in sheet metal fabrication. Input dimensions to generate layouts for vessel caps and pressure vessel components. Export measurements for manufacturing use.
Make calls in the U.S., Canada, Australia, and the U.K. Conduct internal video calls. Use multiple codecs for and conference calls. Send and receive HD video up to 720p. Automatically select codecs for optimal quality.
Log customer interactions with notes, photos, and follow-up reminders. Track progress and performance metrics. Manage schedules and optimize routes using territory maps and traffic data. Export reports and sync data across devices.
Manage tasks and deadlines with prioritized to-do lists and calendar integration. Set reminders and track progress. Sync across devices and collaborate on shared projects. Customize work schedules and manage time efficiently.
Manage caller information manually by analyzing call logs and tracking contact details. Use number pattern detection and smart tools to organize contacts. Store call data securely in a contact vault.