Manage leads, prospects, and deals with real-time updates on notes, statuses, and deals. Add tasks, tag teammates, and map local contacts for sales visits. Create quotes directly from the and voice dictate notes to update statuses.
The app provides mobile access to CRM data, including customer information, activities, leads, tasks, and orders. It offers online and offline functionality, with features for order entry, sample management, and data analysis.
Capture on-site leads by scanning and editing contact information. Add custom questions and notes to records. Send collateral content directly from the . Sync data with existing systems for tracking and follow-up.
