Manage and schedule appointments, track sales, and maintain customer relationships. Set reminders, log interactions, and view performance metrics. Sync with calendars and access real-time data for improved productivity.
Access pipeline data and manage documents such as opportunities, quotes, orders, and invoices. View customer information, track performance, and update records in real time. Sync with SAP One to ensure up-to-date data.
View sales data, transactions, and product funnel revenue in real time. Sort by date or transaction type. Receive notifications for new sales. Track autoresponder opens, clicks, and form submissions. Monitor website analytics and conversions.
Manage delivery routes and stops in real-time. Capture proof of delivery with digital signatures and photos. View delivery status and update schedules directly from the . Sync with inSitu for integrated operations.
Log time entries and track daily field reports. Manage billing, marketing, sales, and budgeting tasks. Generate reports and set reminders for deadlines. Sync data across devices and share documents with team members.
Business "Access and manage marketing content from a central hub. Share files with sales reps securely. View usage analytics and track engagement metrics. Sync content across devices for offline access."