Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
Submit of with signature capture, photo taking, and barcode scanning. Track location and time. Record driver notes and partial deliveries. Process COD payments. Send notifications to customers and businesses.
Manage activities with task tracking, call logging, and van route planning. Sync field data with accounting systems like QuickBooks and SAP Business One. Conduct in-store audits and merchandising checks.
