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
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.
Calculate APY using compound formulas. Input principal, rate, and time to determine total and future value. View visual charts for different compounding frequencies. Simulate savings and investment scenarios.
