Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Capture attendee contact information by scanning QR codes at events. Store and update details offline. Add notes and missing data. Access contact information for follow-up.
Connect with attendees, exhibitors, and speakers by creating a profile and joining an community. Use AI-powered matching to find participants with shared interests. Manage schedules and capture new leads within the .
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
Record meetings, transcribe audio, generate summaries, track
Records and transcribes in-person meetings. Generates summaries, customer requirements, action items, and follow-up emails. Allows real-time chat to retrieve information from past conversations.
Manage contacts from address books, emails, and calendars. Merge data with database for unified relationship management. Track prospecting, qualifying, and meeting activities. Log follow-ups and project progress.
Capture attendee contact information by scanning badges with the device camera. Add notes and qualifying questions. View, print, or export data to a CRM or other application.
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
The app organizes tasks, notes, and routes around locations on a map. It connects information to places, offering structure without complexity for various uses.