Manage leads and projects in real time. Track sales pipelines and view commission details. Communicate with customers and schedule follow-ups. Access performance analytics and sales data on mobile devices. nd view reports for sales performance.
Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
Track stock prices and market trends in real time. Add and manage multiple portfolios. Set stock alerts and watchlists. Receive notifications for IPO and FPO updates. View IPO results all at once. Access real-time data and market news.
Monitor pipeline data with real-time updates on volume, weighted average forecasted pull through, duration adjusted coverage, and long/short exposure. Track last LOS pipeline data timestamp. Analyze key figures for coverage insights.
Manage sales leads with instant response features and automated follow-ups. Track pipeline progress with customizable dashboards. Set reminders for follow-ups and sync contacts across devices. View deal stages and update statuses in real time.
Create and submit solar surveys for residential projects. Upload site details, capture images, and generate reports. Share surveys with team members and track project status in real time.
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
Manage contacts from address books, emails, and calendars. Merge data with database for unified relationship management. Track prospecting, qualifying, and meeting activities. Log follow-ups and project progress.
Access real-time data and update records on the go. View personalized insights from reports, lists, tasks, and events. Track customer and prospect information for a 360-degree view. Manage forecasts and key metrics directly within the .
Manage contacts and track leads with customizable fields. Send emails and texts using pre-set templates. Schedule calls and sync calendar events. Monitor pipeline progress and set reminders. Share documents and notes securely.
Coordinate and schedule candidate interviews. Send and receive email and text messages with candidates. Discuss, score, and vet candidates with your team. Drag and drop candidates through pipeline stages from apply to hire.
Manage orders by shipping, canceling, and refunding them remotely. Preview and update item prices before publishing. Receive push notifications for messages and updates. Track inventory and customer interactions.