Manage business communications with integrated calling, messaging, and meeting features. Transcribe conversations and generate notes using AI. Share files in team chats and receive typo corrections.
Create and send digital signatures for documents, forms, and contracts. files via email or cloud services. agreements directly on your device. Set reminders and track signing status. Share documents securely with multiple parties.
Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
Create and manage workflows without coding. Define steps, assign tasks, and track progress. Share processes with team members. Edit and update workflows as needed. Maintain a team wiki and company handbook.
Create and manage reports within Salesforce. Input data manually or sync from existing records. Customize report layouts and filters. Share reports via email or link. Track progress and export data in PDF or Excel formats.
Capture and store contact information from cards in 25 languages. Save data to device contacts or storage. Recognize text and fields from cards. Export contacts via email or cloud services. Manage contact list within the .
Access data offline and sync when online. View and update records, manage events and tasks, and access documents from content libraries. Support custom objects and Visualforce pages.
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 and share documents, task lists, and notes with team members. Collaborate in real time on spreadsheets, slides, and text. Integrate chat for communication. Sync across Mac, iPad, and iPhone. Organize projects and track progress within the .
Manage tasks with real-time updates and offline access. View work orders, track time, and access customer information. Receive in- notifications and update job statuses. Sync data with the Salesforce1 platform for centralized management.
Capture and store contact information from cards in 25 languages. Save data to device contacts or storage. Recognize and organize contact details for easy access and management.
Manage team collaboration with secure workspaces for messaging, file sharing, and video meetings. Create or join spaces for individual or group projects. Use whiteboarding, calling, and task management tools. Access features across multiple devices.
Stay updated with project news, meeting prep, and company insights. Access enterprise resources, find experts, and manage tasks. Personalized AI assistant helps plan daily activities, draft content, and summarize information.