The app provides mobile access to CRM data, including customer information, activities, leads, tasks, and orders. It offers online and offline functionality, with features for order entry, sample management, and data analysis.
Log time entries and track daily field reports. Manage billing, marketing, sales, and budgeting tasks. Generate reports and set reminders for deadlines. Sync data across devices and share documents with team members.
Accelerate business processes with electronic forms.
The app allows users to create electronic forms with a built-in designer. It supports electronic signatures and systematic management of forms through a dedicated server.