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 with unlimited entries and custom fields. Track phone calls and text messages. Use email and marketing automation tools. Build sales funnels and monitor analytics. Sync with web for on-the-go patient pipeline management.
Manage customer interactions by tracking leads, updating contact information, and organizing pipelines. Set follow-up reminders, log call and email details, and generate reports. Integrate with calendar and email for scheduling and communication.
Manage contacts and relationships with a centralized CRM. Add notes, track birthdays, and set reminders. Log interactions, view relationship status, and share updates. Sync across devices and integrate with email.
The app provides mobile access to customer data, inventory, and follow-ups for dealership users. It enables real-time opportunity measurement and unchains users from their desks.
