Manage customer data with contact records containing details, notes, tasks, call history, and messages. Add or update customer information, set reminders, and receive alerts. Access tasks and notes on-the-go.
Manage appointments and schedule staff-specific slots. Process payments and send automated text and email reminders. Allow 24/7 bookings via Instagram. Track client history and send appointment confirmations. Generate reports and manage inventory.
Get a local phone number for business use and a unified to manage customer communication. Set up a custom voicemail greeting. Keep personal number private during calls and texts. Separate business and personal .
Manage bank accounts with instant digital registration and view balances for local and global accounts. Access transaction details and monitor credit cards and loans. Open accounts quickly and manage funds securely.
Business "Access canvassing lists from VAN. Enter data on iPad, iPhone, or iPod . Upload data to VAN via wireless or cellular connection. Admins manage and view uploaded data remotely."
Manage appointments and client records by viewing schedules, adding new clients, and tracking product purchases and notes. Schedule consultations, set reminders, and access client history for personalized service.