View a list of opportunities and manage sales pipelines. Assign and track tasks with automated updates. Receive real-time alerts on key performance indicators. Use predictive analytics to improve sales strategies and team performance.
Manage sales leads and plan routes for field work. Collaborate with team members in real-time. Track progress and generate reports. Sync data across devices. Access customer information and update records 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.
Access presentations and forms offline for instant use. Sync content automatically in the background. Organize files with folders, tags, and search. Track usage with real-time analytics. Scan badges for event registration.
View analytics to access real-time sales data and customer information. Respond to verified reviews by viewing ratings and replying to comments. Toggle between locations to view reporting and insights.
Manage customer conversations across messaging channels in a unified . Assign or reassign conversations to team members. Track interactions and respond in real-time. Integrate with AI tools for automated support and insights.
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.