Manage calls and CRM data within a single . Log call details, set follow-up reminders, and track deal progress. Schedule meetings and access contact information directly during calls. Collaborate with team members and manage communication on the go.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Manage orders with real-time tracking, status filtering, and detailed access via order numbers. Add notes for organization. Send instant notifications to customers. nd share invoices. View sales reports and analytics. Sync with accounting software.
Convert files and photos to and from PDF format. Batch process multiple files at once. Adjust settings for quality and layout. Export converted documents directly to cloud storage or device.
