Manage business matters by viewing, searching, and sorting cases. Review details and track progress. Access and update contact information. Create new contacts and maintain client communications.
Manage group communications and track member engagement through attendance tracking and special days alerts. Create and view group events. Facilitate connections and maintain group records from a mobile device.
Make and receive calls using VoIP with device independence. Transfer active calls between devices without interruption. Maintain consistent user identity across all devices. Support unified communications features through a SIP softclient.
Receive and make phone calls and text messages. Access all contacts on the device. Update pipeline statuses, manage groups and tags, edit contact information, and add new leads from the mobile device.
Manage contacts with an address book that syncs across devices. Track contacts through stages like finding, , and onboarding. Update notes, locations, and send texts, emails, or make calls directly.
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.