Connect, track, and grow your business relationships
Manage business prospects with a centralized platform. Track interactions, share resources like audio, video, and PDFs, and distribute them via social media, email, or text. Set up follow-ups and monitor engagement metrics.
Manage customer interactions by chatting live with prospects and leads anytime, anywhere. Record and share personalized videos remotely. Receive instant notifications for website visits or views. Automatically schedule follow-ups.
View contacts on a world map with location-based search and filtering by address labels. Zoom to nearby contacts and access private data stored only on the device. Only contacts with physical addresses are displayed.
Create and manage digital coupons for fundraising. Set expiration dates and track usage. Share coupons via email or social media. Monitor campaign performance and generate reports.
The app provides data-driven market insight for users to find prospects. It allows access to the EDA database of prospects and target opportunities while on the road.
The app provides Chamber of Commerce users with access to ChamberMaster data on iPad and iPhone. Users can view member details, event information, and communication notes.
Access donor information including demographics, gift history, and memos. Create and view actions, notifications, and opportunities. Prepare for meetings and stay connected with donors.
Connect to your Rent Manager database for real-time access to property and tenant information. Review and update prospect and tenant details on the go. Manage lease agreements, track maintenance requests, and generate reports directly from the .