The app provides unlimited access to sales leads for faster prospecting and smarter selling. Users can find detailed business or consumer profiles using their current location and manage contacts with notes, statuses, and follow-ups.
Track deals from initial contact to final sale with deal tracking features. Manage customer interactions through lead tools. Organize contacts, notes, and communication history. Generate reports and analyze sales data.
Access real-time sales metrics including total merchants, portfolio processing volume, and upcoming appointments. View detailed payroll reports and residual history. Manage appointments and track performance data directly from the field.