The app offers a cloud-based platform for managing sales leads and customer relationships. It provides contact management and CRM features in one customizable tool.
Capture leads by scanning barcodes at expos or trade shows. Add notes and qualifiers during data entry. Edit lead information and securely transfer data to a lead tracking server for online access.
Manage dealership leads by registering new prospects and identifying existing customers. Create leads in the showroom, follow up with prospects, and receive alerts on new leads. Track customer visits and manage follow-up actions.
Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
The app captures and qualifies trade show leads from a smartphone. It offers custom follow-up action lists and surveying capabilities, with options for group or individual sales team management.
Plan and assign map-based territories. Track door knocks and manage leads in real time. Schedule appointments and receive updates. Log interactions and analyze results. Share data across teams.
Capture business cards with AI-powered OCR and scan QR codes for contact exchange. Enrich contacts with company and social data automatically. Create events, organize contacts by occasion, and use Event Mode for focused lead capture.