Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
by Clear C2, Inc★ 4.918 ratingsBusinessFreeData updated 2026-09-08
View balances, track performance, research investments
View account balances and performance metrics. Research investment options and manage open events. Access secure deferred compensation accounts with an access code. Track transactions and receive notifications.
Access desktop applications from anywhere remotely.
The app provides access to a user's desktop applications remotely. It supports multiple operating systems and offers customizable resolutions and session bookmarks for enhanced remote access.
Access customer data from the NS database to manage CRM, add new deals, and track a pipeline. Approve deals, conduct construction inspections, and capture property photos for origination or asset management.
Manage business calls and messages with audio and video calling, instant messaging, and availability status tracking. Make team communications from anywhere. Set up and access account through login.
Access company data from iPhone. View accounts, contacts, opportunities, activities, quotes, and marketing campaigns. Manage business information and track sales activities. Requires 6.1 server.
Manage customer conversations across messaging channels in a unified . Assign or reassign conversations to team members. Track interactions and respond in real-time. Integrate with AI tools for automated support and insights.
The app allows users to send group SMS, iMessage, and email messages. It also enables finding contacts by common fields such as birthday, company name, or job title.
Make voice calls, send instant messages, and join video conferences with contacts and colleagues. Schedule and manage meetings. Share files and screen during calls. Integrate with company directory for contact lookup.