Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Manage client work with invoicing, payment acceptance, and project communication. Send and receive emails, enable push notifications for alerts, and manually share forms and schedulers. Accept payments via Tap to Pay in person.
Summarize messages, track conversations, organize insights
Summarize conversations from Slack, WhatsApp, Signal, and X. Extract key points and create concise summaries. Highlight important messages and filter out irrelevant details. Share summaries directly within apps or via email.
Create and send professional invoices with customizable templates. Track payments and set reminders. Export invoices and receipts. Maintain a client database and view payment history.
Manage appointments and client communications. Track payments and send invoices. Schedule and organize tasks. Integrate with accounting tools. Maintain client records and send reminders. Generate reports and manage inventory.
Create and manage invoices with customizable payment terms, discounts, and tax options. Track income and organize receipts. Generate professional documents and export in various formats.