Plan daily tasks with a visual . View weekly and monthly calendars with built-in reminders. Set one-time, weekly, or monthly custom reminders. Manage a powerful to-do list with task organization and progress tracking.
Plan daily routes by adding stops and optimizing order. Use turn-by-turn navigation for efficient travel. Visualize accounts on a map to plan territories and optimize multi-stop routes.
Organize notes in folders and add pictures. Check items as complete with due dates and reminders. Search notes and filter by tags or calendar dates. Sync across iOS devices and view notes on web. Share folders with others and use journal mode.
Manage business operations with lead tracking, client relationship management, and data organization. Create and update client profiles, monitor deal progress, and access real-time analytics.
Scan documents, extract data, create PDFs, organize
Scan documents and business cards to create PDFs. Extract contact information automatically. Organize files using folders and tags. Edit, sign, and send scanned documents. Manage and store digital files in a personal library.
Manage contacts, calendar, tasks, and notes in one interface. Outlook, Act!, Goldmine, or Palm Desktop. Set color categories for calendar events. Track task completions and appointment history.
Generate professional invoices and estimates quickly by selecting clients from contacts and adding items. Accept card payments instantly and track expenses in real-time. Securely store and sync data across devices.
Manage client and policy information with snapshots and task lists. View recent activity and set reminders. Access quick quotes in 10 seconds. Use single sign-on for secure login. Work remotely with integrated quote tools and policy status updates.
Schedule appointments with customizable time slots and recurring options. Set reminders for clients and staff. Manage availability and block off periods. Integrate with calendars and send confirmation emails.
Manage contacts with customizable fields, add notes and reminders, create groups, and deduplicate entries. Sync contacts from devices, generate digital business cards, and set reminders. Export and share information securely.
View contact profiles with photos and details. See and add key facts and tags recorded by you or colleagues. Mark contacts for 'keep in touch' to receive reminders for outreach.
Track opens in real-time per recipient. Schedule sends for optimal timing. Snooze messages to review later. Organize with swipe actions and tags. Access rich contact data and social context. Use templates and reminders to save time.
Organize contacts into three categories: Lead, Prospect, Sold. Set custom follow-up reminders. Sync contacts with iPhone via iCloud. Receive alerts on iPhone and Apple Watch. Import or create contacts, which sync with iPhone contacts.