Manage leads by updating status, taking notes, sending emails, capturing quotes, or selling policies directly. Track sales and daily goals with real-time notifications. Organize tasks and access all features remotely from any location.
Make and receive calls, send and receive messages, check voicemails, and manage contacts. Use AI voice agents for routine call responses and message-taking. Capture action items from calls into a smart list.
Track requests and move cases forward. Stay informed 24/7 with real-time notifications. Access a library of knowledge articles. Use the Service Catalog to fulfill requests faster. Interact with the Now Virtual Agent for .