Access pipeline data and manage documents such as opportunities, quotes, orders, and invoices. View customer information, track performance, and update records in real time. Sync with SAP One to ensure up-to-date data.
Manage sales pipeline by tracking deals and updating statuses. Compare payment offers for customers. Provide real-time updates on projects. Access flexible payment options for sustainable home solutions.
Manage business operations with real-time sales data, hourly totals, and historical comparisons. Control online ordering, Local by , and third-party delivery channels. Track labor hours and manage schedules.
Manage expenses by capturing receipts with the device camera and reviewing submitted claims. Access real-time financial and operational data from any web browser on iOS devices. Track inventory, sales, and purchases across departments.
Capture and organize leads in one place. Share digital business cards instantly via tap or link. Receive real-time notifications when prospects engage. Automate follow-ups and track interactions.
Manage customer interactions with contact information and visit notes. Schedule and track sales visits. Assign tasks and monitor progress. Analyze sales data for insights. Integrate digital marketing tools.
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.