Manage prospects through the sales life cycle with a dynamic pipeline to visualize stages, interest levels, and last communication. Forecast sales for 30-60-90 day periods. Configure dashboards for productivity and occupancy insights.
Share content such as videos, audio files, and PDFs with contacts. Customize accompanying messages and input contact details to send content. Connect with prospects using communication tools.
The app provides mobile access to a hosted CRM for sales and service professionals. Users can manage contacts, leads, deals, and activities directly from their iPhone, and access web information and dashboards.
