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.
The app helps users gain insights about people they meet at events. It allows users to view attendee profiles, send in-app messages, and schedule meetings before, during, and after events.
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.
The app offers AI-powered business card recognition and voice transcription. It provides real-time transcription with AI summaries and supports file imports for fast processing.
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.
The app provides secure access to financial information, allowing users to view balances, deposit checks, and manage cards. Users can also pay bills, transfer funds, and access financial tools.
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.
Capture leads by scanning business cards with an AI-powered scanner. Create and share digital business cards. Take notes and tag leads. Automate follow-up campaigns. Sync with CRM systems like Salesforce or HubSpot.
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.
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.