Manage member communication and engagement through customizable mobile apps. Create and share event content, collect feedback, and track member participation. Enable year-round collaboration with interactive features and branded interfaces.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Create and manage marketing campaigns using automation tools. Generate leads through text and email. Schedule appointments and track interactions. Integrate with CRM for lead management and analytics.
Receive instant notifications about VIP website visitors and sales opportunities. Communicate in real-time with sales reps via the . Prioritize prospects using predefined segments. View and manage sales activities directly from your phone.
Manage projects, customers, and staff remotely. Create and send quotes in real time. Track materials and labor rates for faster invoicing. Organize client information and update project statuses on the go.
Manage customer relationships with CRM tools for sales, deals, quotes, and invoices. Create custom forms to collect data. Schedule and assign jobs. Log and track time with timesheet features. Sync data across mobile and cloud platforms.
Track jobs, equipment, employees, income, and expenses. Use full CRM with analytics for marketing insights. Integrated payroll and timeclock provide real-time job costing. Include real-time labor costs.
Manage customer interactions with in- SMS and email tracking. Record phone calls for better service. Create invoices, estimates, and accept payments. Schedule employee tasks and dispatch work. Track sales and operations data.
Access CRM P2P Messaging From Your Phone! Send and receive messages within the CRM system. View contact details and conversation history. Share files and notes directly. Integrate with calendar for scheduling. Set reminders for follow-ups.
Record voice conversations during meetings, calls, or in-person discussions. Transcribe audio into text with AI. Generate summaries of key points, decisions, and action items. Share transcribed notes and summaries directly.
Manage client relationships with contact tracking, deal pipelines, and activity logs. Schedule follow-ups and send automated emails. Generate reports and forecast revenue. Integrate with calendar and email services.
Manage and distribute leads with real-time tracking and attribution. Analyze campaign performance through detailed reporting. Store and organize customer in a centralized warehouse.