Manage leads by updating status, taking notes, sending emails, capturing quotes, or selling policies directly. Track sales and daily goals with real-time notifications. Organize tasks and access all features remotely from any location.
Allows users to edit, merge, and share PDF documents. It includes text editing, scanning, and document sharing features. Users can view and annotate PDFs, and organize files for easier access.
Record voice conversations and transcribe them into text in real-time. Generate summaries of meetings or calls. Take notes during conversations and save them for later. Edit and organize notes with AI-powered insights. Share notes directly from the .
Record lectures with automatic audio-to-text transcription. Convert into structured, searchable . Highlight key terms, create flashcards, and organize materials. Sync across devices and access tools like quizzes and summaries.
Access CRM data including companies, contacts, activities, documents, projects, sales, and requests. Schedule or reschedule meetings. Communicate with colleagues and save new information. View sales dashboards and update pipeline data.
Connect to wireless printers and photos, data sheets, or web pages anytime. Adjust size, page count, and orientation. Scan documents or photos and them directly. Import files and them without manual setup.
Manage and organize documents, notes, and files across devices. Edit, annotate, and search content. Use generative AI to create or refine documents. Automate tasks with Shortcuts. Sync data securely between Mac, iPad, and iPhone.