Manage leads and accounts with real-time updates. Search for prospects and companies. Engage in personalized outreach. Track activities and performance. Access key features on-the-go.
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Manage customer interactions with shared contact records, track sales pipelines, and analyze marketing performance. Create and send emails, schedule calls, and log activities. Sync data across Sales and Marketing tools for real-time insights.
Business professionals track delivery status with real-time updates and historical order data. View product details, POD signatures, and delivery photos.
Record meetings, transcribe audio, analyze conversations
Record and transcribe voice conversations from meetings. Transcribe audio files and video calls from platforms like Zoom and Teams. Generate searchable transcripts with AI. Invite notetakers to meetings. Sync notes with calendars.
Sync calendar, automate sales, send messages, track
Manage leads and sales pipelines with automation tools. Sync Google calendar, generate reports, send and receive calls and texts. Set up sales processes and track progress.
Create and submit solar surveys for residential projects. Upload site details, capture images, and generate reports. Share surveys with team members and track project status in real time.
View a list of opportunities and manage sales pipelines. Assign and track tasks with automated updates. Receive real-time alerts on key performance indicators. Use predictive analytics to improve sales strategies and team performance.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.