Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
Manage customer data with contact records containing details, notes, tasks, call history, and messages. Add or update customer information, set reminders, and receive alerts. Access tasks and notes on-the-go.
Manage appointments with real-time calendar access, edit availability, and schedule new bookings. Share direct links with clients and sync your calendar. Track client information, send secure payments, and generate automated receipts.
Manage campaigns and automate tasks. Add contacts via device or scan business cards. Track campaign performance and customer interactions. Send personalized emails and manage subscriber lists. Integrate with CRM tools for customer engagement.
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Manage data with a centralized database. Store contact information, notes, and communication history. Schedule follow-ups and send messages directly. Access details from any location. Sync across devices and share files securely.
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Schedule with multiple stylists, booths, and stations. Set automated reminders via SMS, iMessage, WhatsApp, Telegram, or email. Create online booking pages with portfolios and contact info. Generate sales reports and track statistics.
Manage business communications with integrated calling, messaging, and meeting features. Transcribe conversations and generate notes using AI. Share files in team chats and receive typo corrections.
Track sales performance with call logging and lead updates. Sync mobile and desktop apps to a central CRM. Set task reminders and upload notes or files. Capture photos and manage follow-ups while on the go.
Plan daily routes by adding stops and optimizing order. Use turn-by-turn navigation for efficient travel. Visualize accounts on a map to plan territories and optimize multi-stop routes.