Manage client communications through integrated chat features. Access messages from email, social networks, and texting in one place. Organize conversations and track interactions without switching between platforms.
Manage contacts and sales opportunities to track customer relationships. Log business visits and generate visit reports. Reduce administrative tasks to focus on selling. Sell products directly from the iPad.
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.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Manage contacts, track deals, and organize workflows
Manage contacts, track leads, and organize client information. Schedule follow-ups and send reminders. Collaborate with team members through shared dashboards and task assignments. Generate reports and analyze sales performance.
Manage customer interactions via text messages. Respond to inquiries directly on mobile. Use automated text campaigns at optimal times. Generate leads with high-converting forms. Display attention-grabbing pop-ups on websites.