Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Scan business cards in 14 languages and extract contact information. Save leads and contacts to Zoho CRM, Salesforce, Google Cloud, and other platforms. Edit scanned data by dragging suggested fields into correct locations.
View lead source metrics and manage leads by creating new entries or reviewing conversation history. Receive push notifications for pending responses. Chat with customers via SMS and Facebook Messenger in real time.
Automate data entry with zero-touch syncing. Optimize routes and find new leads using AI. Prioritize leads and close deals from anywhere. Manage territories and automate CRM tasks. Track performance and access real-time insights.
