Manage contacts, send emails, and track deals. Schedule appointments and set reminders. Analyze performance with customizable reports. Integrate with calendar and other business tools. Share files and collaborate with team members.
The app allows users to manage accounts and contacts from a mobile device. Users can add new accounts, complete tasks, make calls, send messages, and update information.
Create and send sales orders instantly. Access a digital product catalog and customer details. Track KPIs, manage invoices and payments. Plan routes and generate daily reports. View real-time sales data and manage team performance.
Manage inventory, track leads, and generate reports
Manage customer interactions, track deals, and schedule appointments. Monitor vehicle inventory and access detailed reporting. Maintain CRM records and communicate with customers via phone. Assign and manage tasks for sales teams.
Make and receive calls, send and receive messages, check voicemails, and manage contacts. Use AI voice agents for routine call responses and message-taking. Capture action items from calls into a smart list.
The app uses the cell phone voice plan for incoming and outgoing calls, avoiding increased data usage and costs. It provides connection stability and displays the office caller ID for calls made from a mobile device.
Create and send invoices or quotes from any device. Design customizable templates for different invoice types. Manage customers, products, and services within the . Track invoice status and generate 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.