Log inquiries, schedule callbacks, track site visits,
Log new inquiries, schedule callbacks, and track site visits. Transfer inquiries between team members for accountability. Generate detailed reports to analyze performance. Request new inquiries to maintain pipeline activity.
The app offers a CRM designed for the alcohol industry to help users sell more. It provides features like a social wall, activities, tasks, and an accounts map, all within a user-friendly interface.
Manage subscriptions and view shopping options. Earn and redeem reward points for products. Share images, infographics, videos, and PDFs. Connect with prospects using targeted tools. Track progress and access content library.
The app provides real-time and secure access to key CRM data, including accounts, contacts, appointments, and opportunities, directly from an iPhone. This application requires separate licensing of Oracle CRM On Demand Mobile Sales Data Access.
Manage client data with digital questionnaires and assessments. Track leads and organize business activities. Streamline client intake and monitor progress within a single platform.