Access CRM data including contacts, accounts, leads, activities, and custom modules. View and edit records with mobile-optimized layouts. Log calls and meetings directly. Prepare for meetings with quick access to relevant information.
View schedule via calendar, list, or routed map. Track sales estimates, orders, time holds, and customer follow-ups. Export weekly production and sales commissions. Intelligent forms auto-fill customer and details; only complete necessary fields.
Place orders and pay for food and beverages at participating restaurants. Select eat-in or carryout options. Use loyalty programs and gift cards. Apply happy hour pricing and promotional discounts.
