Create and manage orders by importing or entering products, customers, and discounts. Place orders quickly with step-by-step guidance. Save orders, email them, or export to PDF/CSV. Keep data secure and organized within the .
Manage subscriptions and track shopping activity. Earn and redeem reward points for free products. Share images, infographics, videos, and PDFs. Use prospecting tools to with potential customers.
Manage and share diamond and jewelry inventory with customers. Customize and group items for organized viewing. Control access to specific inventory per customer. Enable advanced search for product lookup. Export inventory data in various formats.
The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.