Manage leads, prospects, and deals with real-time updates on notes, statuses, and deals. Add tasks, tag teammates, and map local contacts for sales visits. Create quotes directly from the and voice dictate notes to update statuses.
View the daily schedule on a clock face for quick time management. Add events by dragging on the clock. Tap to view or edit event details. Scroll through a 30-day to plan ahead. Sync with Apple Watch for on-the-go tracking.
Access donor information including demographics, gift history, and memos. Create and view actions, notifications, and opportunities. Prepare for meetings and stay connected with donors.
Make and join video calls with colleagues. Schedule or start meetings spontaneously. Host video conferences with up to 1500 participants using Server. Send and receive messages within teams. Connect to Server or Online cloud service.
Create a personal agenda and schedule meeting rooms for customer interactions or internal discussions. Conduct polls, quizzes, and Q&A sessions to engage the audience.
Convert audio and video files into using AI-driven transcription. Choose between on-device processing for privacy or cloud-based for faster results. Supports transcription in over 90 languages. Edit and export transcribed directly.
Track work hours with clock in/out functionality and GPS-based location data. Monitor breaks and manage schedules. Access tools for task assignment, project tracking, and team communication. Generate reports and set reminders for deadlines.