Manage client and lead information, view and edit contact details. Schedule and update appointments. Access event listings. Use mapping features to locate and navigate to contacts, clients, and locations. Sync with web-based client management system.
Manage contacts, track deals, and automate workflows
Manage client interactions, track leads, and schedule appointments. Create and send marketing emails. Analyze performance metrics and integrate with calendar apps. Automate task reminders and organize deal pipelines.
Convert documents by scanning with automatic boundary detection. Batch multiple pages at once. Save scans in PDF or image formats. Share files via email, cloud services, or messaging apps. Edit text and annotate scanned documents.
The app allows users to view account balances and activity, transfer funds, and manage cards. Users can locate branches or ATMs and contact customer service with questions.
Access donor information including demographics, gift history, and memos. Create and view actions, notifications, and opportunities. Prepare for meetings and stay connected with donors.