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 leads with automated follow-ups via WhatsApp, text, and phone calls. Track interactions, set reminders, and monitor team activity in real time. Export data and generate reports. Integrate with Meta Business tools for messaging and analytics.
Track sales opportunities and validate leads. Manage territories and organize in-field activities with gamification features. Monitor team performance through leaderboards and manage team members.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
View a list of opportunities and manage sales pipelines. Assign and track tasks with automated updates. Receive real-time alerts on key performance indicators. Use predictive analytics to improve sales strategies and team performance.
Manage email and SMS/Viber campaigns by creating and sending them from iPhone or iPad. Add and view subscriber lists, manually input emails, and track opens and clicks with detailed analytics.
Manage sales processes with dealer-defined steps. Track customer interactions and update records in real time. Access product information and sales tools during showroom visits. Send and receive communications directly from the .
Manage leads, send messages, book appointments, track
Manage leads with centralized communication across channels like SMS, WhatsApp, and Instagram DM. Schedule appointments, track reviews, and use a business phone number integrated with team inbox for streamlined collaboration.
Manage expenses by capturing receipts with the device camera and reviewing submitted claims. Access real-time financial and operational data from any web browser on iOS devices. Track inventory, sales, and purchases across departments.