Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
View account balances and transaction history filtered by date, amount, or check number. Transfer funds between accounts. Pay bills and review recent payments. Deposit checks via photo. Access directions to nearby branches.
Organize , remove duplicates, categorize for quick
Organize into five categories. Access frequent via or launcher. Single tap to call or send SMS. Remove duplicates and unnecessary entries. Manage contact list without searching.
The app allows users to call selected contacts with two taps. Users can create a personal grid of important people and call using Phone, FaceTime Audio, or FaceTime Video.
Access recently added sorted by date. View added today, yesterday, or during the last weekend. Use a widget to see most recent . Call or text from the .
Allows users to generate content using AI models like 4o, 5, 5mini, o3, DeepSeek V3/R1, and Claude. It supports word-based billing, saves prompt collections, switches conversations quickly, and offers quick phrases for faster dialogue.
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Scan cards, create digital cards, organize contacts
Scan cards with AI to extract contact details automatically. Create and share digital cards with customizable designs. Organize contacts in a secure, searchable database. Export contact information to email or other apps.
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Access contacts and initiate calls or messages directly from the lock screen or home screen. Customize widgets to open URLs or run shortcuts. Enable call without confirmation in settings. Supports FaceTime, email, messaging apps, and more.
Manage tour schedules and track drive times. View hotel and flight details. Request guest tickets. Access real-time updates from tour managers. Share and sync data across team members.