Manage subscriptions and track shopping activity. Earn and redeem reward points for free products. Share images, infographics, videos, and PDFs. Use prospecting tools to with potential customers.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Manage leads by creating and assigning tasks. Engage customers through in- messaging and surveys. Promote brand content with customizable templates. Track field activities and receive real-time updates. Share insights through customizable reports.
Manage client work with invoicing, payment acceptance, and project communication. Send and receive emails, enable push notifications for alerts, and manually share forms and schedulers. Accept payments via Tap to Pay in person.
Access presentations and forms offline for instant use. Sync content automatically in the background. Organize files with folders, tags, and search. Track usage with real-time analytics. Scan badges for event registration.
Collect leads by scanning visitor barcodes. Add notes, edit contact data, and input qualifications directly. Share collected leads with colleagues or yourself at the end of an event.
Create live webinars with HD streaming in under 60 seconds. Schedule automated webinars with pre-recorded content. Integrate with email systems for follow-ups. Track attendee engagement and manage learning materials.
The app provides mobile access to customer data, inventory, and follow-ups for dealership users. It enables real-time opportunity measurement and unchains users from their desks.
Receive event bookings from clients. Manage tasks and communicate with customers. Access lead distribution based on location and service quality. Process secure payments and track revenue.