Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
Organize and manage contacts with add, edit, delete, and search functions. Categorize and prioritize contacts with smart organization. Quickly access frequently contacted individuals. Perform advanced searches using multiple criteria.
Capture leads by scanning barcodes at expos or trade shows. Add notes and qualifiers during data entry. Edit lead information and securely transfer data to a lead tracking server for online access.
Capture attendee information by scanning badges or entering IDs. Add notes, follow-up tasks, and answers to questions. Export leads to preferred management software. Use multiple devices for the same event. No internet needed after setup.
With phone camera to extract contact details automatically. Share contacts via QR code or email/text as .vcf files. Search, filter, and categorize contacts with tags. Use offline mode and a widget for quick sharing.
Manage contacts, track interactions, sync data across
Manage contacts and client history with centralized data storage. Track interactions, set follow-up reminders, and share updates with team members. Integrate with other business tools for data synchronization and workflow automation.