Manage supplier collaborations by tracking project updates, sharing documents, and scheduling meetings. Access real-time data and communicate with team members through integrated messaging. Set task reminders and monitor progress against deadlines.
Track clients, manage sessions, and streamline workflows
Track sessions with history and notes. Schedule future sessions, single or recurring. Automatically send reminders and update availability. Manage information and details. Export logs and generate reports.
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.
Manage leads with real-time visibility based on user roles. Assign and track leads within a sales team. Access lead details and activity logs. Sync with the web-based lead management platform. Require company authorization for login.
Manage client communications with real-time messaging. Send invoices and quotes, chase payments, and receive instant payments. Track interactions and maintain transparent financial records. Set up payment reminders and secure transaction history.