Manage branches, contacts, and team members from a single interface. Track client and prospect records, schedule appointments, and set reminders. Handle multiple insurance policies and types. Access login details from SMD.
Track deals from initial contact to final sale with deal tracking features. Manage customer interactions through lead tools. Organize contacts, notes, and communication history. Generate reports and analyze sales data.
Manage business contacts with a centralized database. Schedule and send email campaigns. Track campaign performance metrics. Integrate with social media platforms. Export reports and analytics. Collaborate with team members in real-time.
Veteran Consulting allows users to access VA benefits information, schedule consultations, and submit benefit applications. Track progress on claims and receive updates.
Access and view secure documents offline or online. Annotate and share comments with teams. Sync board books, training materials, and sales brochures. Manage access to and stay updated on sales activities.
Manage sales opportunities and daily work plans remotely. Add and update customer profiles. Respond to sales leads anytime. Search inventory and track dealership activities through a interface.
Track and update inventory in real-time using mobile devices. Record and sync inventory counts with a cloud-based system. Access data instantly from the office. Manage stock levels and monitor field activities remotely.
View real-time cash bids from Renewables. Create and manage cash sale offers anytime. Track price changes in futures markets. Monitor offers and receive updates on bid changes. Submit sales directly to preferred locations.
Receive company news, club updates, church announcements, or estate information directly on your mobile device. Customize content by selecting pre-defined groups like Sales, Finance, or Marketing to view relevant updates.
Track sales and manage inventory in real time. Process payments via credit card with multiple gateways. Scan barcodes using camera or external scanner. Generate detailed reports on transactions and stock.
Track sales and manage reports in real-time. View detailed transaction data and generate reports. Monitor inventory levels and adjust pricing. Process payments and manage customer orders. Access business analytics and sync data across devices.