Access and customer messages from iPhone or iPad. View all interactions in one place. Reply to messages, categorize contacts, and manage customer inquiries directly within the .
Capture and annotate trade show leads directly on your device. Qualify leads with customizable forms. Sync data with the 1stSales server for centralized management. Export information in multiple formats.
View account balances and transaction details for accounts, credit cards, and loans. Make local and foreign currency transfers to existing payees. Send international payments to existing payees. Use Touch ID or Face ID for secure logon.
Capture leads during events like trade shows or conferences. Sync data with CRM and marketing automation platforms. Nurture prospects automatically. Work offline without internet access. Log and manage leads directly on mobile devices.
Manage finances by making and tracking payments, transferring funds between accounts, and checking balances. Set up direct deposits and bill payments. Monitor account activity and receive alerts.
Capture customer specifications to configure manufacturable products with accurate pricing. Generate quote comparisons with different options and financing offers. Create proposal and contract documents for customers.
Create and distribute paperless without coding. Collect and analyze data offline. Generate insights and automate workflows. Share with team members instantly. View and edit responses directly on iPhone and iPad.
Capture leads by entering registrant IDs and first letters of last names. View and manage lead data. Sync with event databases for real-time updates. Export lead information for follow-up.
Capture attendee information by scanning badges or entering IDs. Add notes, follow-up tasks, and answers to questions. Export leads to preferred management software. Use multiple devices for the same event. No internet needed after setup.