The app provides a 360-degree view of firms, offices, and advisors, tracking communication history and market segment performance. It manages CRM activities, schedules calls, and updates contacts for sales preparedness and efficiency.
Manage work orders, sales leads, and delivery routes through an integrated ERP system. Create and assign tasks, track progress, and monitor delivery statuses in real time. Generate reports and synchronize data across departments.
Manage event ticket inventory and pricing, view sales and event status. Search and update customer records, process refunds, and resend tickets. ttendance reports. Update account details and reset passwords.
Manage sales and distribution tasks including order creation, delivery tracking, invoicing, returns, and cash collection. Schedule salesperson routes and manage inventory with stock-taking, adjustments, transfers, and damage records.
Manage leads with instant access to detailed information. Make and receive calls or SMS on the go. Monitor live calls and provide real-time guidance via whisper features. Track progress and close deals remotely.