Manage customer data, sales performance, and account plans in one place. Input and organize information, track metrics, and analyze performance. Customize the platform to fit specific business needs and goals.
View, create, and manage appointments and activities with customers. Access calendar data in day, week, and agenda views. Collaborate with team members, communicate with business contacts, and access data for informed decision-making.
View customer-specific pricing and company-wide availability. Create orders with real-time data. Add product groups to a shopping cart. Scan barcode labels. Contact branches for special orders. Map branch locations.