Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
The app provides mobile access to SAP Business One, allowing users to view reports, manage contacts, and handle sales and service activities. Users can monitor inventory, get product details, and receive alerts on business events.
Manage borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
Manage contacts, automate tasks, and track campaigns
View campaign performance metrics and automation data. Manage customer interactions and contacts through a built-in CRM. Access business insights and key data on-the-go. Edit and send messages directly from the .
Manage sales and distribution tasks including order creation, delivery tracking, invoicing, returns, and cash collection. Schedule salesperson routes and manage inventory with stock-taking, adjustments, transfers, and damage records.
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .