Manage sales pipelines and track opportunities with daily overviews. Create and manage activities and appointments. Send emails and make calls directly. Monitor customer interactions and generate statistics. Sync with CRM data for real-time updates.
Access CRM data including contacts, accounts, leads, activities, and custom modules. View and edit records with mobile-optimized layouts. Log calls and meetings directly. Prepare for meetings with quick access to relevant information.
Track field staff visits with photos, location, and time. Managers can view client visits globally. Plan and assign visits to the sales team. Quick start with registration. Use face recognition for touchless attendance.