Access CRM data including companies, contacts, activities, documents, projects, sales, and requests. Schedule or reschedule meetings. Communicate with colleagues and save new information. View sales dashboards and update pipeline data.
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.
Plan and organize conference schedules by selecting sessions, meetings, and companies to visit. View event agenda, speaker bios, and showcase tables. Get directions and exchange contact information by shaking the phone.
Manage calls, chats, and meetings from a mobile device. View contact availability, start video calls, share screens, and access voicemails. Integrate with a business phone system for collaboration and communication on-the-go.
Manage calls and CRM data within a single . Log call details, set follow-up reminders, and track deal progress. Schedule meetings and access contact information directly during calls. Collaborate with team members and manage communication on the go.
Manage leads with instant push notifications and access to contact information. Track client interactions and pipeline status. Send messages and update lead statuses directly. Sync with email and calendar for seamless communication.