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.
Manage team communication with integrated email, chat, and calendar. Create and organize project boards. Share files and contacts. Set reminders and track tasks. Collaborate on ideas and assignments in real time. Sync calendars and manage schedules.
Automate scheduling with task assignment and electronic task receipt. Track customer trends and analyze revenue vs service costs per account. Access real-time sales rep availability for urgent support.
