Access customer data from anywhere using a phone or tablet. Manage schedule, update pipeline, and connect with clients via call, text, email, or WhatsApp. Log interactions and track leads, customers, contacts, and opportunities.
Scan business cards in 14 languages and extract contact information. Save leads and contacts to Zoho CRM, Salesforce, Google Cloud, and other platforms. Edit scanned data by dragging suggested fields into correct locations.
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.
Create and customize digital cards with text, images, and branding. Scan physical cards using OCR to extract contact details. Share cards via email or link. Include video introductions. Track analytics on views and engagement.
The app provides mobile access to a SalesNOW account for managing contacts, companies, leads, and deals. Users can create logs for calls and meetings, save outgoing emails, and update sales information in real-time.
Capture leads at trade shows and events without an internet connection. Log attendee information directly on a mobile device. Automatically send data to CRM or marketing automation systems. Export contact details in multiple formats.
Manage with detailed information, events, tasks, and file storage. Sync data across devices via iCloud. Include built-in calendar and to-do list for activity planning and tracking.
The app provides field sales CRM features for managing accounts, optimizing routes, and logging activity. It supports various field teams and integrates with other CRMs.
Automate data entry with zero-touch syncing. Optimize routes and find new leads using AI. Prioritize leads and close deals from anywhere. Manage territories and automate CRM tasks. Track performance and access real-time insights.
Record calls and ambient audio with high-quality audio capture. Save and organize recordings. Share files directly. Set permissions and manage storage space. Protect sensitive conversations and business discussions.
Set reminders for contacts, messages, or FaceTime. Schedule reminders with a simple 3-step setup. Receive interactive notifications to initiate calls directly from the notification banner. Add contacts to lists and view a widget for quick access.
Manage contacts, calendar, tasks, and notes in one interface. Outlook, Act!, Goldmine, or Palm Desktop. Set color categories for calendar events. Track task completions and appointment history.