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.
Manage contacts with detailed notes and histories. Track tasks and activities with due dates and reminders. Monitor sales pipelines and update deals in real time. Sync data across devices and access reports for business insights.
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.
