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.
Allows users to search for colleagues instantly using powerful search features. Users can call, text, or email colleagues with one click. All colleague information, including photos, is accessible in one place.
Capture leads by entering registrant IDs and first letters of last names. View and manage lead data. Sync with event databases for real-time updates. Export lead information for follow-up.
Manage policies by viewing and downloading documents, updating vehicle and address information, uploading required files, accessing quotations, submitting claims, and contacting support via live chat.
Manage calls using landline number over WiFi/LTE/3G. Join audio and video conferences. Transfer calls between landline, mobile, and tablet devices. Control home or office telephony remotely.
Create sales invoices, returns, and quotations. Process customer payments. Connect to Online for full ERP system with sales, inventory, and accounting features. Manage business operations from iPhone or iPad.
Manage installations and maintenance requests through a user-friendly interface. Create, update, and track service reports. Order services for machines purchased from web stores. Monitor the service process in real time.