Manage projects by creating, viewing, and updating tasks. Track progress and deadlines. Share files and communicate with team members. Log leads and send quotes. Secure approvals and access customer data. Sync with desktop CRM for real-time updates.
Manage invoices by uploading, tracking, and organizing them in one place. Submit payment requests, monitor invoice status, and receive funds quickly. Access real-time cash flow data and communicate with clients and partners through the .
The app offers redesigned mobile banking for personal and business customers. Users have instant and secure access to accounts for checking balances, transferring money, paying bills, or depositing checks.
