Manage contacts with detailed profiles, notes, and communication history. Track leads through customizable pipelines and set follow-up reminders. Log sales activities, monitor deal progress, and generate reports.
Set reminders for future dates, birthdays, and schedules with customizable repeat options. Track countdowns to special events. Receive notifications via sound, vibration, or pop-up.
Send messages, sign documents, and automate alerts
Communicate with clients through instant messaging. Send and receive e-signatures for documents. Set up customized automated notifications based on industry-specific needs. Collaborate in real-time across desktop and mobile devices.
Manage multiple email accounts in one . Switch between accounts quickly. Receive smart notifications with sender info and message preview. Access emails from Hotmail, Outlook, Gmail, iCloud, Yahoo, AOL, GMX, Zoho, and other IMAP accounts.
Allows users to check in clients securely via a kiosk interface. Sends notifications to providers when clients arrive. Enables password-protected access for staff. Displays client information and check-in status.