The app provides mobile access to CRM data, including customer information, activities, leads, tasks, and orders. It offers online and offline functionality, with features for order entry, sample management, and data analysis.
Manage property listings and leads with real-time tracking and data insights. Use SmartLeads™ to analyze buyer preferences. Monitor leads from multiple channels. Organize and prioritize leads for follow-up.
Schedule and manage client bookings through targeted neighborhood campaigns. Automate marketing tasks with AI-driven strategies. Receive guaranteed bookings without requiring user input or training.
Capture lead details during events, trade shows, or fairs. Prioritize and note product interests. Consolidate qualified into a database for marketing after the event.
Capture leads by scanning barcodes at expos or trade shows. Add notes and qualifiers during data entry. Edit lead information and securely transfer data to a lead tracking server for online access.
Sign prescriptions electronically with customer signatures. Store signatures in pharmacy software for quick access. Allow customers to confirm script pickup by authorized personnel. Improve audit protection and transparency for pharmacy operations.