Capture high-resolution fingerprints using a Bluetooth scanner. Create decedent records and securely upload fingerprints to a CRM system. Streamline record-keeping for funeral homes and cremation centers.
Access CRM data including contacts, projects, sales, and documents. View sales dashboards and pipelines. Update information, schedule or reschedule meetings, and communicate with colleagues. Create and manage diaries.
Manage appointments and schedule tasks to improve workflow efficiency. Create customizable proposals with multiple options for clients. Track job progress and send invoices directly from the . Communicate with clients through built-in messaging.
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.
Manage contacts, track deals, and streamline workflows
Manage customer interactions, track sales pipelines, and organize property portfolios. Log site visits digitally, assign tasks, and monitor project progress. Share documents and communicate with stakeholders through integrated messaging.
Track company and contact history. Dictate meeting notes. Create and manage follow-up tasks. Update opportunities and quotations. Streamline project management. Organize to-do lists. Access data via web or mobile.