Manage two numbers with one device. Send and receive texts and calls independently. Switch between personal and professional numbers quickly. Set up separate contacts and messages. Enable or disable numbers with a tap.
Monitor call activity and track key metrics. Send and receive text messages using a chosen tracking number. Make and manage calls directly within the . Add tags, values, and notes to leads. Organize contacts and view call logs.
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
The app provides a 360-degree view of firms, offices, and advisors, tracking communication history and market segment performance. It manages CRM activities, schedules calls, and updates contacts for sales preparedness and efficiency.
Manage customer interactions through multi-channel communication including messengers, emails, and calls. Track sales pipelines, set automated workflows, and generate reports. Access analytics and manage contacts directly from the .
Record phone calls with high-quality audio. Automatically save and organize recordings. Share files via email or cloud services. Set recording preferences and manage storage space. Enable or disable recording with a tap.
Manage customer relationships with CRM features, track service routes, generate invoices, set reminders, and communicate via built-in tools. Log service calls and monitor business performance.