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.
Access tickets assigned to you and action them based on your workflows. View your team and team tickets. Receive notifications and list customers. Search for customer details and update ticket statuses.
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 customer relationships with contact tracking, sales pipeline monitoring, and deal management. Create and send quotes, invoices, and contracts. Set reminders for follow-ups and appointments. Integrate with email and calendar.
