The app provides mobile access to a hosted CRM for sales and service professionals. Users can manage contacts, leads, deals, and activities directly from their iPhone, and access web information and dashboards.
Track sales pipelines and manage leads with automated follow-ups. Monitor performance through customizable reports. Forecast sales by day, week, and month. Centralize customer data and communication.
Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
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 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.
Access dashboards, calendars, activities, tasks, opportunities, and contacts directly. Manage CRM data on the go. Sync with TDF and systems. View and update key metrics in real time. Navigate between modules for efficient workflow.