Collaborate in real time with teams, customers, and contractors. Send messages, files, and notifications. Schedule and manage meetings. Search for information and receive conversation summaries.
Manage contacts and track leads with customizable fields. Send emails and texts using pre-set templates. Schedule calls and sync calendar events. Monitor pipeline progress and set reminders. Share documents and notes securely.
Manage relationships using the MEDDPICC framework to identify Champions and Economic Buyers. Map decision-making units, visualize reporting structures, and analyze relationship gaps to prioritize engagement strategies.
Sync between , iCloud, and Outlook. Edit contact details directly. Merge changes from both accounts in real time. Access on iPhone without additional setup. Manage contact groups and view sync history.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Access company policies and documents. Create and share interactive content. Stay informed about company updates. Sign in or create a new account. No advertisements.
Manage customer interactions by integrating calls, texts, and contact information. Create shared inboxes, add internal notes, and use a mini CRM to track conversations and provide team members with context.
Import contacts from Address Book to manage event guests. Mark attendance status and generate PDF reports for attended, RSVPed, and no-show guests. Sync data across iDevices and Mac using iCloud.
Handle customer inquiries over phone and website chat. Answer FAQs, transfer calls, and take messages. Collect visitor information for follow-up. Personalize interactions using proprietary software.
Manage and automate campaigns, leads, and opportunities from a single platform. Track customer interactions and support activities. Collaborate with team members and sync data offline for seamless updates. Close deals on the go.
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
Stay connected with coworkers, customers, and partners through voice calls, video meetings, and chat messaging. Make calls over Wi-Fi, data, or carrier with video and screen sharing. Dial using 4-digit extensions and join ad hoc conference calls.
Clock in to track attendance and assign timesheets to projects and locations. Request holidays, medical, and personal leaves, with notifications upon manager approval. Manage team absences and receive updates on leave status.
Between Google, iCloud, and Outlook with two-way synchronization. Edit contact details, merge changes, and manage duplicates. Export to CSV or vCard format. Import and organize directly from email attachments.
Manage contacts and track project milestones directly from a smartphone. Log and update key project details in real time. Share updates with team members and access critical data on the go.