Sales reps access, create, and update sales and customer opportunities from a single mobile portal. Track deals, manage customer data, and sync with rental software. Share documents and communicate with team members in real time.
The app helps meet Sunshine Act mandates by capturing registrant information, identification, meeting costs, and attendance data. It includes an NPI look-up and signature capture for electronic storage and reporting.
Capture lead information and add notes for follow-ups. Track individual and team performance with real-time analytics. Manage schedules and assign tasks for sales reps. Sync data across devices for up-to-date insights.
