Access customer data from anywhere using a phone or tablet. Manage schedule, update pipeline, and connect with clients via call, text, email, or WhatsApp. Log interactions and track leads, customers, contacts, and opportunities.
Manage leads by creating and assigning tasks. Engage customers through in- messaging and surveys. Promote brand content with customizable templates. Track field activities and receive real-time updates. Share insights through customizable reports.
Track and manage sales leads based on location. View nearby appointments and follow-ups. Log completed visits and update lead statuses. Receive actionable insights to optimize daily activities.
Create and manage chatbots to automate customer interactions. Schedule posts and link replies to comments. Send bulk messages to multiple users. Respond to messages instantly with fast reply options.
Collect attendee leads by scanning badges with a Bluetooth scanner or camera. Add notes, set follow-up reminders, send thank-you emails, and generate detailed reports. Manage lead data and track interactions directly from the .
Capture attendee contact information by scanning badges with the device camera. Add notes and qualifying questions. View, print, or export data to a CRM or other application.