Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Access CRM data and make calls directly from the . View and prioritize leads and contacts. Dial contacts automatically based on importance. Group contacts by hashtags or custom sets. Use Bluetooth for hands-free calls while moving.
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
Grade tracking allows users to input and manage grades with weighted or total points options. Support dropping lowest or specific grades. Track attendance with custom statuses and link to grade calculations.
Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
Manage contacts, calendar, tasks, and notes in one interface. Outlook, Act!, Goldmine, or Palm Desktop. Set color categories for calendar events. Track task completions and appointment history.
Access dashboards, calendars, activities, tasks, opportunities, and contacts directly. Manage CRM data on the go. Sync with TDF and systems. View and update key metrics in real time. Navigate between modules for efficient workflow.
Manage business operations with lead tracking, client relationship management, and data organization. Create and update client profiles, monitor deal progress, and access real-time analytics.
Create and manage custom databases for business tasks, CRM, and ERP without coding. Collaborate with team members in real time. Automate workflows, track data, and generate reports. Sync across iPhone, iPad, and Mac devices.
Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
The app provides mobile access to CRM data, supporting online and offline functionality. It enables users to view, create, delete, and modify data without an internet connection, integrating features like photo capturing and route planning.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.