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 projects with customizable task tracking and deadline management. Share content and discuss ideas in real-time. Access team activity streams for updates, file sharing, and collaboration. Monitor progress with detailed project overviews.
Book clients and manage appointments through a synced Google calendar. Collect online payments, send contracts and questionnaires, and track projects. Email clients and access all features from a mobile device.
Access and manage files stored in , including reading, renaming, copying, moving, deleting, and sharing. View documents, photos, videos, and audio files with automatic previews.
Manage work and personal communications separately with a dedicated business phone number. Make unlimited calls within the US and Canada. Send texts via SMS/MMS. Organize contacts and integrate with contact lists. Receive and manage voicemail.
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 .
Record audio or text to create notes. Summarize content automatically. Generate notes from PDFs, web pages, and YouTube videos. Chat with content for instant answers. Organize and store notes in a structured format. Export notes in multiple formats.
Scan cards, QR codes, and LinkedIn profiles to capture contact information instantly. Extract text and save data to contacts or notes. Share scanned info via email or messaging apps. Sync with cloud services for easy access and backup.
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 .
Manage client bookings and schedules with a shared calendar. Create and send digital contracts and intake forms. Track payments and receive reminders for missed appointments. Monitor team performance and generate reports.
Manage social media, text, and messaging for financial services professionals. Create and schedule automated campaigns. Access corporate content and engage in compliant 1:1 and 1:many outreach. Monitor interactions and track campaign performance.
Create and customize digital cards with text, images, and branding. Scan physical cards using OCR to extract contact details. Share cards via email or link. Include video introductions. Track analytics on views and engagement.
Manage contacts from address books, emails, and calendars. Merge data with database for unified relationship management. Track prospecting, qualifying, and meeting activities. Log follow-ups and project progress.
Manage customer relationships with CRM tools for sales, deals, quotes, and invoices. Create custom forms to collect data. Schedule and assign jobs. Log and track time with timesheet features. Sync data across mobile and cloud platforms.