Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
Policyholders can access and share policy documents and agency contacts. Enroll drivers in RideWell℠. Find service providers and loss prevention resources. Go paperless. Manage payments, pay bills, and connect with Apple Wallet or Google Pay.
Scan and upload notes, receipts, and documents. Convert images to PDF, Word, PowerPoint, or Excel. Digitize printed or handwritten text. Save files to OneNote, OneDrive, or local device. Import images from gallery.
Manage relationships using the MEDDPICC framework to identify Champions and Economic Buyers. Map decision-making units, visualize reporting structures, and analyze relationship gaps to prioritize engagement strategies.
Create and send professional invoices and estimates with customizable templates. Add logos, colors, and signatures. Track receipts and manage billing. Set payment terms and send reminders. Export documents in various formats.
Manage campaigns and automate tasks. Add contacts via device or scan business cards. Track campaign performance and customer interactions. Send personalized emails and manage subscriber lists. Integrate with CRM tools for customer engagement.
Manage contacts and track project milestones directly from a smartphone. Log and update key project details in real time. Share updates with team members and access critical data on the go.
Manage contact information with customizable profiles and profile pictures. Share profiles via QR code or phone sharing. Organize contacts and view detailed information. Sync with phone contacts and update details remotely.
Create and share QR codes linking to contact information like phone numbers, emails, and websites. Save multiple cards and switch between them quickly. Add the widget to your home screen for easy access.
Import contacts, mark attendance, generate reports
Organize event lists by importing contacts from Address Book or previous events. Mark attendance status and generate PDF reports with details on attendees, RSVPs, and no-shows. Track custom and pre-defined information.
Create a card as a QR code and add it to your home screen. Share contact information by scanning the QR code. Save contacts instantly when others scan the code.