Create and share event agendas tailored to participants. Include an interactive venue map. Upload and share documents. Send instant notifications. Stream presentations in real-time with annotation features.
Monitor and complete dealership tasks with role-specific alerts. Access customer data including personalized offers and engagement history. Communicate with team members and customers. Manage calendar events and review reports.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Manage customer data by adding or updating contacts, creating new records, or closing deals. Access up-to-date information for meetings. Integrate with Dynamics 365 and Power Platform for seamless workflow.
Manage projects by creating, viewing, and updating tasks. Track progress and deadlines. Share files and communicate with team members. Log leads and send quotes. Secure approvals and access customer data. Sync with desktop CRM for real-time updates.
Manage customer interactions and sales opportunities on-the-go. Access contacts, schedule appointments, send emails, and update tasks. Track communication and stay organized while managing business operations remotely.
Schedule and manage appointments by syncing with calendars and address books. Send automated text, voice, and email reminders before and after appointments. Initiate two-way conversations with clients. Track no-shows and send follow-ups.
Manage contacts with 360-degree views, create and customize invoices, access data offline, and support multiple languages. Schedule meetings, store documents, and track business activities across devices.
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.