Manage leads and sales pipeline by adding, updating, and moving opportunities. Track pipeline stages, assign leads, and organize campaigns. Integrate multiple CRM and conversational tools in one interface. Send calls and messages directly from the .
Create sales quotes and track client interactions. Manage sales pipelines and set reminders. Upload custom logos and use professional templates. Access Insights for data and analytics. Generate invoices and track payments.
The app provides mobile access to a hosted CRM for sales and service professionals. Users can manage contacts, leads, deals, and activities directly from their iPhone, and access web information and dashboards.
