Manage sales and marketing tasks with tools for account management, workflow automation, and performance tracking. Access a database of venues with filters to identify high-potential accounts. Set sales targets and monitor progress.
Create and send invoices or quotes from any device. Design customizable templates for different invoice types. Manage customers, products, and services within the . Track invoice status and generate reports.
The app allows users to instantly send documents, photos, and web links from their iPhone or iPod Touch. Users can save files from emails or websites directly to their device for quick sharing with contacts.
The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
