Manage client and policy information with snapshots and task lists. View recent activity and set reminders. Access quick quotes in 10 seconds. Use single sign-on for secure login. Work remotely with integrated quote tools and policy status updates.
Track legal cases with a case management system that allows teams to notify and update clients on case progress. Share case documents, photos, and messages securely. Access case events and eSignatures.
Users can purchase goods from China, arrange packaging, and pay via ABA Bank, ACLEDA Bank, or Wi. Track shipments domestically and internationally. Access logistics and procurement services for importing goods.
Create and send professional orders to customers. Set up clients from contact list. Save product details for faster creation. Apply discounts on items or totals. Track incoming orders and manage them efficiently.
The app organizes stock, sales, clients, and money for small businesses. It provides a complete toolkit for managing inventory, customer history, finances, and analytics, even without an internet connection.
Browse products, build presentations, place orders
Browse products offline, build presentations, and place orders directly from an iPad. Manage inventory, track sales, and sync data across devices. Export order details and generate reports.
Track and update machine data from the cloud. Adjust product prices, view images, and edit planograms. Create restocking pick lists with routing options. Monitor and modify machine information in real time.