Log customer interactions and notes directly from the field. Track sales progress and performance metrics. Manage leads and update customer information in real time. Generate optimized sales routes based on territory data and travel patterns.
Companion allows admins to route qualified leads to team members instantly. Sales reps can view conversation context, resume discussions, and continue interactions.
Answer calls automatically using AI to handle customer inquiries. Schedule appointments on your calendar. Capture and record important details during conversations. Integrate with calendar apps to manage appointments.
Quickly add and update customer information. Manage leads and tasks on the go. Receive push notifications. Send and receive text messages and emails. Search and view inventory details.
