Create and send invoices, estimates, and . Process payments securely. Manage product inventory. Build and track GPS routes. Set territories. Integrate with Quickbooks, SAP, Freshbooks, Excel, and Xero.
Manage operations with order processing, route planning, and reporting. Access product details, deals, and promotional materials. Generate customizable reports and integrate with existing systems. Track retail execution and monitor performance.
Manage sales pipelines, track leads, and monitor performance metrics. Assign tasks, update customer information, and access real-time reports. Sync with web-based backend for data entry and team collaboration.
Capture and organize leads in one place. Share digital business cards instantly via tap or link. Receive real-time notifications when prospects engage. Automate follow-ups and track interactions.
Track customer interactions, store contacts, and client details. Log follow-ups, message history, special dates, preferences, and product likes. Share notes across multiple sales associates and locations.
