Access real-time financial data from deal books, earnings, and CRM. Retrieve instant answers to critical queries. Securely view board decks and investment research. Share insights and collaborate with team members.
Manage client interactions, track leads, and automate marketing tasks. Log calls and emails, set reminders, and generate reports. Integrate with calendars and sync contacts. Monitor sales pipelines and send personalized messages.
SMS messages to multiple devices or apps. Set up automatic forwarding rules based on contacts or keywords. Receive and send messages through linked accounts. Monitor delivery status and manage notification preferences.
The app automates mobile workflows by enabling remote workers to collect data and access company information on mobile devices. It facilitates automatic sharing of results with back-office systems, cloud services, and people.
