Manage customer interactions across WhatsApp, Instagram, Messenger, SMS, website live chat, and more. Respond to messages, track conversations, and integrate with e-commerce, payments, calendars, and CRM systems.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Manage clients, leads, and projects with on-the-go access. Track sales, service, and production processes. Integrate with accounting software, drone footage, and sales automation tools.
Track leads with customizable pipelines and set reminders for follow-ups. Add contacts, notes, and tasks. View deal progress and manage sales stages. Sync across devices and access reports.
Access CRM data including companies, contacts, activities, documents, projects, sales, and requests. Schedule or reschedule meetings. Communicate with colleagues and save new information. View sales dashboards and update pipeline data.
Manage customer interactions through team-based SMS communication. Send and receive messages via a dedicated phone number. Track conversations, assign support tickets, and monitor response times.
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.
Schedule and manage sales conversations across WhatsApp, Instagram, and Facebook Messenger. Track customer interactions, set follow-up reminders, and integrate with CRM tools to streamline lead management and improve conversion rates.
Schedule appointments online with customizable booking widgets. Manage calendars, send reminders, and track client history. Integrate with business tools for marketing and operations. Handle payments and generate reports.
The app connects to the LeadPerfection CRM database for sales representatives. Users can view upcoming appointments, enter appointment results, and view personal sales statistics.