Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
The app organizes emails from customers or deals together. It tracks status, notes, and details for each customer, allowing users to find deals needing attention with pipeline filters.
Manage and customers with contact details, notes, tasks, labels, and reminders. Capture customer information on the go. Send price quotes and track interactions. Sync with People Insights for lead details. Set reminders and organize tasks.
Manage contacts, track deals, and automate workflows
Manage client interactions, track leads, and schedule appointments. Create and send marketing emails. Analyze performance metrics and integrate with calendar apps. Automate task reminders and organize deal pipelines.
Manage calls and CRM data within a single . Log call details, set follow-up reminders, and track deal progress. Schedule meetings and access contact information directly during calls. Collaborate with team members and manage communication on the go.
Scan business cards to add leads quickly. Track sales progress and set follow-up reminders. Manage leads, plan outreach, and streamline prospecting tasks. Export data and sync with email for seamless lead management.
Access real estate lead lists with one click, including distressed and off-market properties nationwide. Use skip tracing to find accurate contact information. View nearby property sales and generate shareable CMAs.
Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.