Manage supporter relationships and database entries directly from your mobile device. Process donations securely using RFID cards or digital wallets. Access donor insights and interaction history for informed decisions.
Quickly add and update customer information. Manage leads and tasks on the go. Receive push notifications. Send and receive text messages and emails. Search and view inventory details.
Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Monitor team locations via live map updates. Adjust workflows, modify routes, and conduct activity checks in near real-time. Access account features remotely on smartphones or tablets. Send and receive activity updates instantly.
Manage leads, track communications, and collaborate with team members. Log customer interactions, set reminders, and organize contacts. Integrate with email and calendar for scheduling and follow-ups. Generate reports and monitor sales pipelines.