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.
View lead source metrics and manage leads by creating new entries or reviewing conversation history. Receive push notifications for pending responses. Chat with customers via SMS and Facebook Messenger in real time.
The app connects to TheraOffice® Scheduling to provide mobile access to user schedules. Users can view appointments, blocked times, and patient statuses across all facilities and resources.
Convert spoken tasks into structured plans using AI. Suggest optimal timing for activities. Reschedule or add new tasks through voice commands. Organize to-dos without typing. Track progress and maintain focus through structured scheduling.
Schedule and manage appointments for hair, nail, , eyelash, body contouring, and body waxing services. Select a specialist and receive in-home or at-work visits. Track service history and receive reminders for upcoming bookings.
View active permits and inspection history in one place. Request single or multiple with a few clicks. Automatically integrate with a calendar and set alerts. Reschedule or cancel quickly.
Manage tasks, , and calendar in one place. Create and organize with markdown formatting. Plan daily schedules by integrating calendar views. Set reminders and track project progress. Sync across devices and access offline.