Receive and make phone calls and text messages. Access all contacts on the device. Update pipeline statuses, manage groups and tags, edit contact information, and add new leads from the mobile device.
Manage pet care by requesting appointments, food, and medication. View upcoming services and vaccinations. Receive notifications about promotions, lost pets, and recalled foods. Get monthly reminders for heartworm and flea/tick prevention.
Manage real estate leads with real-time tracking of property views, saved searches, and contact requests. Set reminders and add notes to leads. Access a dedicated concierge team for lead nurturing and alert setup.
Collect attendee leads by scanning badges with a Bluetooth scanner or camera. Add notes, set follow-up reminders, send thank-you emails, and generate detailed reports. Manage lead data and track interactions directly from the .
Capture and qualify leads from event attendees. Take notes and record interactions. Retrieve and follow up on leads during and after events. Sync data with a central system for tracking and management.
Capture lead details during events, trade shows, or fairs. Prioritize and note product interests. Consolidate qualified into a database for marketing after the event.