Track company and contact history. Dictate meeting notes. Create and manage follow-up tasks. Update opportunities and quotations. Streamline project management. Organize to-do lists. Access data via web or mobile.
Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
The app connects AppSuite Loyalty, Rewards, CRM, Gift Card, and Ordering Solution to daily operations. It allows users to manage orders, members, and gift cards.
Manage leads and contacts with detailed tracking and organization. Search for properties using advanced filters and save results. Sync data with Dashboard CRM for real-time updates and centralized management.
