Manage alcoholic beverage inventory and sales data in real time. Access cashflow, shipping, and inventory details. Submit retail sales orders and manage chargeback invoices. View educational videos from industry experts.
Manage leads, track communications, and collaborate with team members. Log customer interactions, set reminders, and organize contacts. Integrate with email and calendar for scheduling and follow-ups. Generate reports and monitor sales pipelines.
The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
