Manage contacts with detailed profiles and analytics. Schedule and make calls from contact pages or a calendar. Record voice memos, add notes, and set reminders. Track dealer performance with customizable metrics.
Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
Scan business cards in 14 languages and extract contact information. Save leads and contacts to Zoho CRM, Salesforce, Google Cloud, and other platforms. Edit scanned data by dragging suggested fields into correct locations.
Manage sales pipelines by tracking stages and adding notes. Log customer interactions through call, email, and chat records. Automate repetitive tasks with customizable workflows. Integrate CRM with communication tools for unified team collaboration.
Manage schedules and to-dos with calendar integration and task tracking. Create and send quotes, receive signed orders, and process credit card payments.
Manage customer cases with case lists and details, including priority settings, re-assignment, and case closure. View dashboards for customer journey insights and use dashboard cards for detailed data. Contact customers via call or email.
Access pipeline data and manage documents such as opportunities, quotes, orders, and invoices. View customer information, track performance, and update records in real time. Sync with SAP One to ensure up-to-date data.
Track key performance indicators with customizable dashboards. Automate pricing and product reviews to improve profitability. Manage inventory and forecast demand to reduce lost revenue.
Sales staff can offer and price device financing directly in the customer's office. Instant pricing quotes are provided. Approvals can be completed in 30 seconds or up to 24 hours. Automated documentation is delivered.
Manage home or office telephony services remotely. Make and receive calls over WiFi/3G using a landline number. Move calls between landline, mobile, and tablet devices. Send instant messages. Add video to calls.
Manage client interactions with contact tracking and communication tools. Schedule appointments and send notifications. Monitor listings with detailed property information. Track sales progress and generate reports.