The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
The app provides mobile access to customer data, inventory, and follow-ups for dealership users. It enables real-time opportunity measurement and unchains users from their desks.
Manage contacts and track project milestones directly from a smartphone. Log and update key project details in real time. Share updates with team members and access critical data on the go.
Automate data entry with zero-touch syncing. Optimize routes and find new leads using AI. Prioritize leads and close deals from anywhere. Manage territories and automate CRM tasks. Track performance and access real-time insights.
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 borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
Track prospect information and manage leads in a centralized portal. Schedule appointments and view updated contact details. Monitor marketing campaign leads across social media, online registration, and other channels.