Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.
Capture and convert customers with tools for lead generation, email marketing, and customer relationship management. Track sales pipelines, automate follow-ups, and analyze performance metrics.
Manage leads, track interactions, and stay connected
Manage leads with real-time updates and communication. Track sales pipeline progress and set reminders. Access contact information and notes. Sync with desktop features for consistent data. Assign tasks and monitor team activities.
Manage and organize data across multiple databases. Create, edit, and view records in real-time. Collaborate with teams, set permissions, and sync data across devices. Access all databases from the web directly on mobile.
Access CRM data including companies, contacts, activities, documents, projects, sales, and requests. Schedule or reschedule meetings. Communicate with colleagues and save new information. View sales dashboards and update pipeline data.
Manage client bookings and schedules with a shared calendar. Create and send digital contracts and intake forms. Track payments and receive reminders for missed appointments. Monitor team performance and generate reports.