Manage workflows with automation tasks. Receive email notifications, log work hours to spreadsheets, and download attachments to cloud storage. Track sales leads, connect to CRM, and get updates on work items.
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.
View paystubs and time cards. Access health and flex benefits accounts. Request and approve time off. Submit and approve expense reports. Securely store and share passwords. Access teammates’ contact information.
Access and interact with apps and shared applications. Use custom touch gestures for navigation. View and export reports in various formats. Access reports offline. Perform actions like data entry and form submission. Sync data across devices.
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.
Capture leads by scanning business cards with an AI-powered scanner. Create and share digital business cards. Take notes and tag leads. Automate follow-up campaigns. Sync with CRM systems like Salesforce or HubSpot.
Manage assets with lifecycle tracking, schedule maintenance, and handle rental and leasing processes. Monitor field service activities and integrate with NetSuite CRM for streamlined operations.
Managers access training resources anytime, create custom learning paths, and translate content into multiple languages. Staff receive standardized education on-demand. Automate training schedules and track progress across teams.