Manage business operations with real-time access to create leads, track sales, and view financial statements. Update inventory, send messages, and receive notifications. View performance metrics and access customer information directly from the .
View, create, and manage appointments and activities with customers. Access calendar data in day, week, and agenda views. Collaborate with team members, communicate with business contacts, and access data for informed decision-making.
Manage leads by uploading them from your device. Track buyer status within the or receive push notifications for updates. Qualify leads through outreach and profile building. Monitor pipeline growth and identify ripe buyers for closing deals.
Create and send proposals with customizable templates. Schedule client meetings and manage calendars. Track tasks with checklists and set reminders. Access project data and contracts on the go. Collaborate with team members in real time.