Organize contacts into three categories: Lead, Prospect, Sold. Set custom follow-up reminders. Sync contacts with iPhone via iCloud. Receive alerts on iPhone and Apple Watch. Import or create contacts, which sync with iPhone contacts.
Manage contacts, track deals, and organize workflows
Manage contacts, track leads, and organize client information. Schedule follow-ups and send reminders. Collaborate with team members through shared dashboards and task assignments. Generate reports and analyze sales performance.
Capture leads from events by scanning business cards and storing images. Create and manage contact lists. Export lists to CSV. Integrate with CRM systems for lead management.