Manage leads by creating and assigning tasks. Engage customers through in- messaging and surveys. Promote brand content with customizable templates. Track field activities and receive real-time updates. Share insights through customizable reports.
Create and send proposals with customizable templates. Schedule client meetings and manage calendars. Track tasks with checklists and set reminders. Access project data and contracts on the go. Collaborate with team members in real time.
Collect leads by scanning visitor barcodes. Add notes, edit contact data, and input qualifications directly. Share collected leads with colleagues or yourself at the end of an event.
