The app stores all customer-related information in one location, facilitating task completion. It enables users to share database information with colleagues, making it a team application for businesses.
Manage customer interactions with contact tracking, activity logging, and communication history. Create and send quotes, generate reports, and access data across devices. Customize workflows and set reminders for follow-ups.
The app provides mobile access to Baseplan Enterprise CRM data. Users can create, view, and edit information in real time from their SQL Server database.
The app provides real-time access to customer information from a mobile device. Users can view and update contacts, tasks, and sales opportunities, and monitor key business KPIs.
The app provides key data from the Powerall ERP package, including CRM, machine, and article information. It allows users to record visit reports and schedule follow-up appointments for themselves or colleagues.
The app helps users manage and grow important connections. It allows users to save notes on contacts, track skills, and manage projects linked to people.