Manage contacts and investor profiles in real-time with editing and viewing capabilities. Log activities and access recent investor data. Search and filter contacts for efficient management.
by Juniper Square Inc★ 5.031 ratingsBusinessFreeData updated 2026-09-06
Business "Scan QR codes to exchange contact information. Share profiles instantly without requiring installation. View mutual contacts and initiate follow-ups directly within the ."
Track stock prices and company performance with interactive graphs and watchlists. Receive news and event alerts. Download reports and presentations. Calculate ROI using an investment calculator. Sync annual and quarterly financial data.
View projects, companies, contacts, action items, and documents. Access frequently used items via favorites and recents. Use global search to navigate quickly.
The app provides mobile access to a hosted CRM for sales and service professionals. Users can manage contacts, leads, deals, and activities directly from their iPhone, and access web information and dashboards.
