Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
Read and respond to emails in online and offline modes. Preview messages and manage attachments. Receive push notifications for new emails. Swipe to delete or mark emails as read. Access the in 12 languages.
The app manages compliance status, dates, and responsible parties. It allows users to associate controls, custom properties, and images with compliance items, and supports integration with Contacts and Calendar.
The app saves business cards as image data and manages information about who gave the card and where. Users can edit or add notes and send saved data to the cloud or email in CSV format.
