Create reusable task templates with icons, notes, and links. Set due dates and reminders. Automatically escalate tasks to colleagues. Integrate with external apps to streamline workflows and connect actions to specific steps.
Sync SMS, calls, Facebook messages, Instagram DMs, and Google My Business messages into one feed. Track opportunities to organize sales pipelines. Schedule appointments and send automated reminders to prospects.
Manage loyalty points and track rewards with real-time updates. View transaction history and sales data. Set up customer accounts and monitor loyalty progress. Export reports and receive notifications for earned rewards.