Sync SMS, calls, Facebook messages, Instagram DMs, and Google My Business messages into one feed. Track opportunities to organize sales pipelines. Schedule appointments and send automated reminders to prospects.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Manage sales processes with automated emails and text messages. Schedule and receive appointment reminders. Track lead history and update customer notes.
Daily CredTips provide daily sales insights to improve skills and business knowledge. CredTalk videos offer 90-second insights from sales experts. Track sales credibility scores to build trust and attract target accounts.
