Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
Access real-time video streams for technical and service. Share and annotate video during sessions. Communicate with technical representatives for assistance. View history and manage account details.
Manage sales contracts with paperless systems and multimedia presentations. Create and edit contracts directly. Sync data with Yellow Magic Business System. Track sales activities and customer interactions. Generate reports and manage leads remotely.
Receive and make phone calls and text messages. Access all contacts on the device. Update pipeline statuses, manage groups and tags, edit contact information, and add new leads from the mobile device.
Capture and qualify leads by scanning business cards, digital cards, or event badges. Extract contact information automatically. Save and organize leads in a centralized database. Share leads directly with CRM systems or email.
