The app provides access to account data online and offline. Users can manage customers, contacts, and sales orders, while also reviewing analytics and completing surveys.
Manage leads, track communications, and collaborate with team members. Log customer interactions, set reminders, and organize contacts. Integrate with email and calendar for scheduling and follow-ups. Generate reports and monitor sales pipelines.
The app provides mobile access to CRM data, supporting online and offline functionality. It enables users to view, create, delete, and modify data without an internet connection, integrating features like photo capturing and route planning.
The app allows sales representatives to track and interact with customer account needs. It includes opportunities, activities, orders, and contact information.
