Managers and sales representatives can view account details, place orders, and track inventory. Customers can access order history and update account information. All features are available through a mobile interface.
Manage customer relationships by tracking interactions, managing leads, and scheduling follow-ups. Create and send marketing campaigns. Monitor sales pipelines and analyze performance metrics in real time.
Create proposals directly from a phone. Add text, images, and pricing. Save and share documents via email or messaging apps. Track client contacts and project details. Integrate with calendar for scheduling meetings.
