Create and manage purchase orders, invoices, and quotations. Input item details, quantities, and prices. Calculate totals and generate lists. Share documents with customers or sales teams. Track purchase history and view transaction summaries.
Manage territory with mapping tools to plan customer visits and view appointments as routes. Visualize contacts geographically, optimize travel paths, and track progress during trips.
Manage contacts, automate tasks, and track campaigns
View campaign performance metrics and automation data. Manage customer interactions and contacts through a built-in CRM. Access business insights and key data on-the-go. Edit and send messages directly from the .
Navigate with smart route planning and real-time traffic updates. Access 3D offline maps and precise estimated time of arrival. Receive speed camera warnings and traffic alerts. Support for , HGV, RV, and other large vehicles.
Manage relationships using the MEDDPICC framework to identify Champions and Economic Buyers. Map decision-making units, visualize reporting structures, and analyze relationship gaps to prioritize engagement strategies.
Manage deals with real-time updates and notifications. Access meeting details, contact information, and notes. Connect notes to records and sync with Microsoft Teams. Update records remotely and stay informed of pending actions.
Manage business contacts with detailed profiles and custom categories. Schedule presentations and meetings with calendar integration. Track interaction history and set reminders for follow-ups. Sync data across devices and export contact lists.
Log business activities automatically through calls, emails, geolocated visits, video calls, and WhatsApp messages. Track leads, manage pipelines, and set reminders. View reports and sync data across devices.