The app provides tools for sales representatives, supervisors, merchandisers, and retail stores. It supports order taking, van selling, in-the-field quoting, and managing payments and debts.
Manage an online store with product additions, order creation, and payment processing. Monitor sales in real time and receive notifications for new orders. Access WordPress via one-click login or API keys. Sync inventory and track customer activity.
Manage client communications with bulk text messaging for personalized outreach. Create and manage Scope of Appointment documents. Track appointments and client interactions. Access policy information and submission tools.
Determine wellness needs through health assessments and body system analysis. Identify lifestyle and emotional areas requiring support. Create and manage client profiles for personalized recommendations.
The app provides BofA Securities clients with access to proprietary global research products. It is intended for institutional clients who have a BofA Mercury™ Portal ID.
Capture and annotate trade show leads directly on your device. Qualify leads with customizable forms. Sync data with the 1stSales server for centralized management. Export information in multiple formats.
Access insurance quotes and policies instantly. Insure vehicles through a digital agent. View policy details and manage coverage. Communicate with agents and carriers securely. Track insurance status and make payments online.