Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Access account information, customer notes, and transaction history via Wi-Fi or 3G. Check pricing, view stock availability, and place orders directly. Conduct stock checks, create replenishment requests, and manage customer interactions.
The app stores company product, pricing, and inventory information on a cloud server. It presents catalog and other information on the iPad in an easy to use format, fully available when offline.
View key metrics like sales summaries and client balances on a main dashboard. Access detailed performance reports including sales, inventory, and account statements. Track sales reps in real-time on a map.
Order and manage services by placing requests for Smart Hands, Work Visits, shipments, and trouble tickets. Review and approve orders and shipments. Communicate with technicians. Clone, modify, or cancel orders. Generate reports on orders and users.
Create and manage invoices, quotes, and sales orders. Track payments and send reminders. Generate reports on unpaid invoices and sales. Email, print, or fax documents directly. Send client statements and recurring invoices.
Manage event ticket inventory and pricing, view sales and event status. Search and update customer records, process refunds, and resend tickets. ttendance reports. Update account details and reset passwords.
Manage customer relationships with CRM tools for sales, deals, quotes, and invoices. Create custom forms to collect data. Schedule and assign jobs. Log and track time with timesheet features. Sync data across mobile and cloud platforms.