Manage client work with invoicing, payment acceptance, and project communication. Send and receive emails, enable push notifications for alerts, and manually share forms and schedulers. Accept payments via Tap to Pay in person.
Manage pet care operations with real-time analytics and automation. Track customer data, schedule appointments, and monitor performance. Generate reports, send reminders, and streamline daily tasks for improved efficiency and customer engagement.
Manage borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
Manage leads with instant push notifications and access to contact information. Track client interactions and pipeline status. Send messages and update lead statuses directly. Sync with email and calendar for seamless communication.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Track mileage and record expenses with receipt capture. Manage clients, leads, and sales with document uploads, reminders, and notes. View profit, expenses, and broker fees per sale. Generate tax reports and track buyer activity.
The app provides a digital business card platform for professionals and enterprises. It allows for contactless sharing of contact details and integrates with CRM tools for lead management.
Create and manage cards with Apple Wallet integration. Exchange contacts effortlessly and share information instantly. Personalize cards with logos and colors. Manage multiple cards for different roles or businesses.
Scan business cards in 14 languages and extract contact information. Save leads and contacts to Zoho CRM, Salesforce, Google Cloud, and other platforms. Edit scanned data by dragging suggested fields into correct locations.