Receive and make phone calls and text messages. Access all contacts on the device. Update pipeline statuses, manage groups and tags, edit contact information, and add new leads from the mobile device.
Manage sales pipelines by tracking stages and adding notes. Log customer interactions through call, email, and chat records. Automate repetitive tasks with customizable workflows. Integrate CRM with communication tools for unified team collaboration.
Capture leads through landing pages, surveys, forms, and calendars. Automatically message leads via SMS, email, calls, and social platforms in a single thread. Track deal progress with predictive analytics and funnel builder tools.
Manage and customers with contact details, notes, tasks, labels, and reminders. Capture customer information on the go. Send price quotes and track interactions. Sync with People Insights for lead details. Set reminders and organize tasks.
Access pipeline data and manage documents such as opportunities, quotes, orders, and invoices. View customer information, track performance, and update records in real time. Sync with SAP One to ensure up-to-date data.
