Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Capture leads at trade shows and events without an internet connection. Log attendee information directly on a mobile device. Automatically send data to CRM or marketing automation systems. Export contact details in multiple formats.
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
Manage customer relationships by tracking interactions, managing leads, and scheduling follow-ups. Create and send marketing campaigns. Monitor sales pipelines and analyze performance metrics in real time.
Manage leads with automated follow-ups via WhatsApp, text, and phone calls. Track interactions, set reminders, and monitor team activity in real time. Export data and generate reports. Integrate with Meta Business tools for messaging and analytics.