Manage subscriptions and view shopping options. Earn and redeem reward points for products. Share images, infographics, videos, and PDFs. Connect with prospects using targeted tools. Track progress and access content library.
View and edit prospect and customer contact information. Call, text, email, or map contacts through preferred iOS apps. Add and access communication notes on mobile. Assign tasks to self or others in the agency. Sync reminders for task deadlines.
Access approved marketing content like videos, brochures, and case studies. Upload personal files through "My Files" managed by admins. Create customized presentations. Share files via email and text. View detailed contact information.
Receive notifications and reply to leads directly from the . View lead details and status updates in an organized inbox. Communicate with prospects and team members through integrated messaging and add internal notes or reminders.
Manage business operations with scheduling, expense tracking, and employee management. Set and monitor job routes with mapping tools. View team progress and GPS locations. Log time spent on each task and track profitability metrics.
The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
Track deals from initial contact to final sale with deal tracking features. Manage customer interactions through lead tools. Organize contacts, notes, and communication history. Generate reports and analyze sales data.
The app provides mobile access to a hosted CRM for sales and service professionals. Users can manage contacts, leads, deals, and activities directly from their iPhone, and access web information and dashboards.
Practice sales conversations by interacting with customer roleplay characters. Configure scenarios for training, assess responses, and refine questioning techniques to identify customer pain points and solution fit.
The app allows Neora Edge subscribers to share Neora presentations from an iPad or iPhone. Users can download and show presentations online or offline to build their Neora business.
View professionals near you with top ratings. See professionals you know or recommended by friends. Filter by category. Create and share lists of professionals. Add new professionals to your network. Professionals can list themselves easily.