Connect with contacts by sharing corporate-approved content via SMS, email, and social media. Track when contacts view your content to follow up. Create and custom videos or upload existing content for distribution.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Send personalized video messages via email, text, or messaging apps. Include branded content and customize messages. Share directly with contacts or integrate with existing communication tools. Track engagement and manage message history.
Create content with ready-made templates for videos, animations, and static posts. Customize templates for business goals. Schedule posts across platforms. Track engagement metrics and audience growth.
Securely store, access, and edit documents and files with storage. Annotate and share projects with collaborators. Search for files quickly. Comment on and review directly. Sync across devices and manage personal and work documents.
Accept payments through by connecting an account. Process sales directly to the Dashboard. Enable contactless payments with Apple Tap to Pay. Manage transactions and view history within the .
Stay connected with coworkers, customers, and partners through voice calls, video meetings, and chat messaging. Make calls over Wi-Fi, data, or carrier with video and screen sharing. Dial using 4-digit extensions and join ad hoc conference calls.
Videos and collectibles as rewards. Discover early content and interact with videos to boost their popularity. Upload your own videos to share and gain exposure. Collectibles increase in value based on video engagement.
Create and send invoices by linking to a account. Add customers and line items to generate invoices. Email PDF invoices and include payment links for customers to pay. Track payment status and manage history.
Manage customer interactions by chatting live with prospects and leads anytime, anywhere. Record and share personalized videos remotely. Receive instant notifications for website visits or views. Automatically schedule follow-ups.
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Manage customer communications by responding to inbound messages and prioritizing inquiries. Access call data and messages. View live appointment updates. Track and manage customer interactions from a smartphone.