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.
Capture leads and convert opportunities instantly.
The app captures lead data including email addresses, phone numbers, and locations. Users can instantly organize results and follow up with leads via email or calls directly from their smartphone or tablet.
Capture and manage leads by scanning event badges to extract contact information. Exchange contacts quickly via QR code or Bluetooth. Sync data with HubSpot CRM for centralized lead management and follow-up tracking.
Monitor call activity and track key metrics. Send and receive text messages using a chosen tracking number. Make and manage calls directly within the . Add tags, values, and notes to leads. Organize contacts and view call logs.
Manage group communications and track member engagement through attendance tracking and special days alerts. Create and view group events. Facilitate connections and maintain group records from a mobile device.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.