The app protects and organizes personal data, business notes, and important web addresses. Users can attach files to notes, support all file types, and protect sensitive information like bank transactions and passport scans.
Manage sales pipelines and track opportunities with daily overviews. Create and manage activities and appointments. Send emails and make calls directly. Monitor customer interactions and generate statistics. Sync with CRM data for real-time updates.
The app provides a cloud-based solution for managing staff, customers, tasks, forms, information, and schedules. It allows users to convert paper forms into data collection processes with a form builder and over 20 field types.