Capture and annotate trade show leads directly on your device. Qualify leads with customizable forms. Sync data with the 1stSales server for centralized management. Export information in multiple formats.
Track mileage and record expenses with receipt capture. Manage clients, leads, and sales with document uploads, reminders, and notes. View profit, expenses, and broker fees per sale. Generate tax reports and track buyer activity.
Business "Access canvassing lists from VAN. Enter data on iPad, iPhone, or iPod . Upload data to VAN via wireless or cellular connection. Admins manage and view uploaded data remotely."
Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.
Schedule jobs using mobile or web access. Send text reminders to reduce no-shows. Store client history securely in the cloud. Manage appointments and track progress for solo professionals and small teams.
Manage service business operations with real-time employee tracking, scheduling, and invoicing. Create and send quotes, track job progress, and generate reports. Set custom pricing and manage client communications directly through the .
Track time with digital time cards to replace paper records. Sync data with the office and shop. Collect field data efficiently while staying connected. Manage project details and communicate with team members in real time.
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.
Connect with qualified leads by filtering buyer and seller inquiries to identify transaction-ready referrals. Share client information directly with agents.
Track worker locations during scheduled shifts. Record clock-in and clock-out times. View and manage service logs. Submit timesheets and receive notifications. Access HIPAA-compliant documentation and communication tools.
Scan business cards in 14 languages and extract contact information. Save leads and contacts to Zoho CRM, Salesforce, Google Cloud, and other platforms. Edit scanned data by dragging suggested fields into correct locations.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Capture attendee contact information by scanning QR codes at events. Store and update details offline. Add notes and missing data. Access contact information for follow-up.
Manage property listings and leads with real-time tracking and data insights. Use SmartLeads™ to analyze buyer preferences. Monitor leads from multiple channels. Organize and prioritize leads for follow-up.
Track project leads and access insights for renovation projects. Manage client communications and update project statuses. Share project details with team members and view real-time updates.