Manage customer interactions by integrating calls, texts, and contact information. Create shared inboxes, add internal notes, and use a mini CRM to track conversations and provide team members with context.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Tracks calls and texts, stores conversation history, and transcribes audio. Highlights next steps and reminders. Allows users to create a new business phone number in their local area code. Uses AI to answer questions from transcribed content.
Track expenses, manage budgets, and record transactions
Track daily finances by recording transactions and scheduling payments. Capture photo receipts for expense tracking. Reconcile , generate reports, export data, and print statements. Transfer funds between and view detailed financial summaries.
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.
Create and share with contacts. Set for specific dates and times. Choose repetition intervals like daily or weekly. Track tasks and manage schedules through shared alerts.
Manage territory with mapping tools to plan customer visits and view appointments as routes. Visualize contacts geographically, optimize travel paths, and track progress during trips.
Import contacts, mark attendance, generate reports
Organize event lists by importing contacts from Address Book or previous events. Mark attendance status and generate PDF reports with details on attendees, RSVPs, and no-shows. Track custom and pre-defined information.