The app provides real-time access to customer information from a mobile device. Users can view and update contacts, tasks, and sales opportunities, and monitor key business KPIs.
Log inquiries, schedule callbacks, track site visits,
Log new inquiries, schedule callbacks, and track site visits. Transfer inquiries between team members for accountability. Generate detailed reports to analyze performance. Request new inquiries to maintain pipeline activity.
Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
Access sales data on the go with real-time prospect information, influencer details, professional outreach records, and occupancy status. Log in with existing credentials to update or view client data and manage sales activities remotely.
Access product details, images, and videos. Upload custom photos for a digital portfolio. View client accounts and order history. Import measurements using a Leica DISTO™ device. Browse all products and configuration options.
Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.
Manage contacts and calendar events from Outlook or Gmail. Add properties during site visits, update deals in real time, and access contact information before meetings. Sync data across devices and track deal progress.