Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Capture and organize leads in one place. Share digital business cards instantly via tap or link. Receive real-time notifications when prospects engage. Automate follow-ups and track interactions.
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
Get a local phone number for business use and a unified to manage customer communication. Set up a custom voicemail greeting. Keep personal number private during calls and texts. Separate business and personal .
Send personalized video messages via email, text, or messaging apps. Include branded content and customize messages. Share directly with contacts or integrate with existing communication tools. Track engagement and manage message history.
The app organizes emails from customers or deals together. It tracks status, notes, and details for each customer, allowing users to find deals needing attention with pipeline filters.
Manage business operations with real-time sales data, hourly totals, and historical comparisons. Control online ordering, Local by , and third-party delivery channels. Track labor hours and manage schedules.
Manage emails, calendars, and contacts from a mobile device. Send and receive messages, schedule meetings, and sync events. Access secure with encryption and two-factor authentication. Share files and manage contacts directly.