Manage business contacts by creating, editing, and organizing contact entries. Share marketing materials such as videos and images directly. Collaborate with team members through shared tools and communicate via messaging features.
by CG Companies, LLC★ 4.611 ratingsBusinessFreeData updated 2026-09-06
Manage contacts, track deals, and automate workflows
Manage client interactions, track leads, and schedule appointments. Create and send marketing emails. Analyze performance metrics and integrate with calendar apps. Automate task reminders and organize deal pipelines.
Manage business events with text/email invites. Store leads in a centralized location. View weekly videos and location maps for event navigation. Take notes in a digital notepad for training.
Manage projects and tasks within centralized communication channels. Register for events and access training content. Complete reports and track user interactions. View locations and teams. Collaborate with members and volunteers.
Manage business operations with tools for goal setting and opportunity presentation. Track IBM events and access QAS-approved planning resources. Share business plans and monitor progress toward personal objectives.