Manage customer interactions by tracking leads, updating contact information, and organizing pipelines. Set follow-up reminders, log call and email details, and generate reports. Integrate with calendar and email for scheduling and communication.
Manage accounts, view balances, and transfer funds
Manage finances with account balance checks, transaction history access, and portfolio tracking. Buy and sell securities, view order status, and cancel orders. Open investment accounts remotely and assess customer suitability.
The app uses an AI receptionist to chase late invoices and answer missed calls. It can book jobs, send invoices, and track mileage, time, and inventory.
