The app provides tools for agents to manage leads, communicate intelligently, and organize tasks. It offers features for team management, listing updates, and accessing resources for business operations.
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.
Manage customer interactions with live chat and AI chatbots. Send quick responses during conversations. Monitor and generate leads. Access help desk tools for ticket management and customer support. Track chat history and analytics.
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Track progress on deals and manage leads. Sync data across devices and update records in real time.
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 Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Manage leads, track communications, and collaborate with team members. Log customer interactions, set reminders, and organize contacts. Integrate with email and calendar for scheduling and follow-ups. Generate reports and monitor sales pipelines.