The app provides access to business contacts, mail, appointments, tasks, projects, documents, and files. Users can manage their data on an iOS device when connected to the internet.
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.
Manage customer relationships with contact tracking, deal management, and task automation. Schedule follow-ups, send emails, and access sales reports. Sync data across devices and integrate with calendar apps.
Manage publishing operations with integrated sales, marketing, production, and billing tools. Create and convert proposals into contracts. Track ad revenue and manage media properties. Generate reports and streamline workflow across departments.
Capture business cards with AI-powered OCR and scan QR codes for contact exchange. Enrich contacts with company and social data automatically. Create events, organize contacts by occasion, and use Event Mode for focused lead capture.
Access CRM P2P Messaging From Your Phone! Send and receive messages within the CRM system. View contact details and conversation history. Share files and notes directly. Integrate with calendar for scheduling. Set reminders for follow-ups.
Access business management tools on mobile with a point-and-click interface. Send and receive two-way text messages, manage voicemails, transfer calls, and use email and Facebook Messenger.
Manage contacts, track deals, and automate workflows
Manage client interactions, track leads, and schedule appointments. Create and send marketing emails. Analyze performance metrics and integrate with calendar apps. Automate task reminders and organize deal pipelines.
Manage customer relationships with contact tracking and sales pipelines. Handle with task assignments and progress tracking. Process invoices and manage billing. Create and assign support cases. Integrate with calendar for scheduling.