Manage contacts and track prospect activity with a mobile contact management . Add or import contacts from devices, take notes, and set follow-up reminders. Receive push notifications for prospect actions.
Manage with tagging, relationship definitions, and event associations. Search and sort by name, relationships, and metadata. Sync across devices and export contact lists.
Scan documents, extract data, create PDFs, organize
Scan documents and business cards to create PDFs. Extract contact information automatically. Organize files using folders and tags. Edit, sign, and send scanned documents. Manage and store digital files in a personal library.
Create and customize cards with contact details, social media links, and attached documents. Share via SMS, email, or social media. Manage and organize contacts through a personal Prospect Center.
Manage contacts with 360-degree views, create and customize invoices, access data offline, and support multiple languages. Schedule meetings, store documents, and track business activities across devices.
Create personalized interaction reminders to stay connected. Check when you last connected with contacts. Easily add important people and set reminders to keep up with relationships through calls, messages, emails, or in-person meetings.