Automate lead scoring with AI to prioritize high-value opportunities. Track customer interactions and history. Generate insights and reports. Integrate with email and calendar tools. Manage sales pipelines and set reminders for follow-ups.
Manage contacts with AI-powered assistance. Search and update contact details using natural language. Retrieve information like names, relationships, and job titles. Automatically sync and organize contact data across devices.
Track of relationships with notes and reminders for friends, family, and acquaintances. Set recurring reminders and sync data across devices via iCloud. Data remains private and not shared.
Track and organize personal relationships by adding , notes, and labels. Search contacts by name, label, or notes for quick access. Sync data across devices using the same email account.
Access and track active client information. Manage referrals and client relationships. Email or call clients directly. Update and share referral details. View referral status and activity logs.
