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.
Schedule and manage bookings for both clients and professionals. Automate online booking processes. Track client data, employee schedules, and business finances. Integrate inventory management and CRM features.
Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
Manage business tasks and HR operations on mobile devices. Access and update data in real-time. Sync with desktop software for consistent information. View and edit documents remotely. Collaborate with team members across different locations.
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.
Manage contacts and track project milestones directly from a smartphone. Log and update key project details in real time. Share updates with team members and access critical data on the go.
Manage work orders, customers, contacts, locations, tasks, and products directly from a device. Create and assign tasks, track service progress, generate invoices, and update customer information in real time.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Manage business calls with one-touch access to secure call operations. Place calls over data networks. Use company directory services for contact lookup. Send and receive messages. View real-time availability of colleagues.