The app provides mobile access to a hosted CRM for sales and service professionals. Users can manage contacts, leads, deals, and activities directly from their iPhone, and access web information and dashboards.
Manage contacts, automate tasks, and track campaigns
View campaign performance metrics and automation data. Manage customer interactions and contacts through a built-in CRM. Access business insights and key data on-the-go. Edit and send messages directly from the .
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 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 customer relationships with CRM tools for sales, deals, quotes, and invoices. Create custom forms to collect data. Schedule and assign jobs. Log and track time with timesheet features. Sync data across mobile and cloud platforms.
Manage data with a centralized database. Store contact information, notes, and communication history. Schedule follow-ups and send messages directly. Access details from any location. Sync across devices and share files securely.
Create and organize notes with AI-powered tools. Record lectures and generate notes automatically. Convert voice recordings to text instantly. Add video links and extract text. Generate meeting minutes quickly.
Records, transcribes, and summarizes meetings. Users can edit transcripts, create customized notes, and chat with meeting content to extract key points. Supports multiple languages and automatic speaker identification.
Capture voice memos, transcribe audio into text, and organize notes with AI. Highlight key points, add tags, and search content. Sync across devices and share notes directly.
Manage vacation rental properties with CRM tools, sales automation, and marketing features. Add, track, and organize listings. Set up automated workflows for property acquisition. Monitor inventory and streamline property management tasks.
Sync calendar, automate sales, send messages, track
Manage leads and sales pipelines with automation tools. Sync Google calendar, generate reports, send and receive calls and texts. Set up sales processes and track progress.
Manage leads with instant access to detailed information. Make and receive calls or SMS on the go. Monitor live calls and provide real-time guidance via whisper features. Track progress and close deals remotely.