Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
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 .
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
Submit badge photo, review orientation schedule, access live support, and track onboarding progress. View process updates and stay informed about next steps.
Manage contacts and track project milestones directly from a smartphone. Log and update key project details in real time. Share updates with team members and access critical data on the go.
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Manage sales pipelines with deal tracking and opportunity management. Log calls and meetings with notes and attachments. Send pre-set email templates with read receipts. Monitor geolocation data and access real-time reports.
Manage sales processes with automated emails and text messages. Schedule and receive appointment reminders. Track lead history and update customer notes.
Track mileage and record expenses with receipt capture. Manage clients, leads, and sales with document uploads, reminders, and notes. View profit, expenses, and broker fees per sale. Generate tax reports and track buyer activity.