Manage sales opportunities and daily work plans remotely. Add and update customer profiles. Respond to sales leads anytime. Search inventory and track dealership activities through a interface.
Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.
Manage customer relationships by tracking interactions, managing leads, and scheduling follow-ups. Create and send marketing campaigns. Monitor sales pipelines and analyze performance metrics in real time.
Manage leads, tasks, and meetings on the go. Plan daily schedules, navigate to appointments, and automate repetitive sales tasks. Access data with limited connectivity.
Manage contacts and calendar events from Outlook or Gmail. Add properties during site visits, update deals in real time, and access contact information before meetings. Sync data across devices and track deal progress.
Manage leads and deals with a visual interface. View and update lead details, track deal progress, and set reminders. Access contact information and communication history. Sync data across devices and receive notifications for new messages.
View lead source metrics and manage leads by creating new entries or reviewing conversation history. Receive push notifications for pending responses. Chat with customers via SMS and Facebook Messenger in real time.
Orders and bookings with real-time updates. Accept payments from customers. Communicate via instant messaging. Track appointments and schedules. View business analytics and performance metrics. Sync data across devices.
Manage social media, text, and messaging for financial services professionals. Create and schedule automated campaigns. Access corporate content and engage in compliant 1:1 and 1:many outreach. Monitor interactions and track campaign performance.