The app provides mobile access to a hosted CRM for sales and service professionals. Users can manage contacts, leads, deals, and activities directly from their iPhone, and access web information and dashboards.
Book and manage service appointments with real-time updates and calendar integration. Send and receive messages for communication. Track service history and ratings. Set service preferences and receive targeted job offers.
Access donor information including demographics, gift history, and memos. Create and view actions, notifications, and opportunities. Prepare for meetings and stay connected with donors.
