Record and recall personal details about people with a personal CRM. Store names, birthdays, shared memories, quirks, favorite things, SNS links, and event photos. Search for contacts quickly. Sync data across devices.
Track field staff visits with photos, location, and time. Managers can view client visits globally. Plan and assign visits to the sales team. Quick start with registration. Use face recognition for touchless attendance.
Manage contacts, create meetings, open client spaces
Manage client and prospect information with contact details, meeting notes, and client space access. Create and sync data with the client space for real-time updates.
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