Manage contacts, schedule meetings, and share files
Manage business communications by sending audio, video, and PDF files directly to contacts. Share content via email, text, or social media. Track interactions and organize client information within the .
Create and customize professional invoices with templates. Track and manage bills for both outstanding and paid transactions. Maintain a detailed client database for business relationships.
Create and send orders and quotes offline. Manage customer access to product catalogs for self-ordering. Track performance and streamline the ordering process for distributors, wholesalers, and manufacturers.
Manage guest and owner interactions with dual CRM systems. Track communication, bookings, and preferences. Assign tasks, send messages, and generate reports. Sync data across teams and properties. Customize workflows for guests and owners.
Manage claims, export transcripts, and track notifications
Manage insurance claims with multi-claim handling and real-time feedback. Export customizable transcripts. Use AI features and a virtual assistant for support. Send proactive notifications to insureds.
The app provides social recognition, milestone celebrations, and a global rewards catalog. It integrates with Amazon Business and supports 13 languages for a user-friendly experience.