Track leads with contact details, notes, and follow-up reminders. Log calls and appointments. Set task deadlines and sync data across devices. View sales progress and manage customer interactions directly from the field.
Manage sales pipelines and track opportunities with daily overviews. Create and manage activities and appointments. Send emails and make calls directly. Monitor customer interactions and generate statistics. Sync with CRM data for real-time updates.
Displays user-configured reports in row format. Scroll, search, filter, and edit data within rows. Perform actions based on widget context. Links unstructured planning info with structured data through pulse widget.