Manage business contacts with detailed profiles and custom categories. Schedule presentations and meetings with calendar integration. Track interaction history and set reminders for follow-ups. Sync data across devices and export contact lists.
Check in on contacts with one tap using color-coded moods: Green for good, Yellow for okay, and Red for bad. Signal mood status for individuals or groups. Share updates without lengthy conversations.
Connect, share, and organize professional relationships
Create and manage professional connections with contact details, notes, and follow-up reminders. Schedule and join virtual meetings. Share updates and insights. Sync across devices and integrate with calendars.
Find job listings from company career sites and apply directly. Auto Apply fills out applications with 1-tap. Upload and manage resumes. Set job alerts and track application status. Share job opportunities with contacts.
Create videos by selecting photos from the gallery and adding music. Choose from 50+ transition effects. Adjust frame speed and layout ratio options including portrait, square, and landscape. Preview and edit in real time.
Track business expenses by categorizing transactions with a single tap. Estimate taxes and federal income taxes using the built-in tax calculator. Manage financial records and generate tax estimates for self-employed individuals.
Track prospects and contacts with customizable fields and notes. Add photos and set follow-up reminders. Export contacts to Excel for sharing with downlines. Sync data across devices and manage client interactions.
Manage events with a that includes Snooze and Nag features to delay or remind appointments. Set multiple alerts and customize notification sounds. View events in list, day-list, day-drawn, week, and other formats.
Track birthdays with smart and sync with iPhone contacts. View glanceable countdowns via Lock and Home Screen widgets. Tap to call, text, or get gift ideas directly from widgets. Receive live updates for upcoming celebrations.
Manage relationships without a login. Sync contacts directly from your phone book. Send and receive messages securely. Customize privacy settings for each contact. View conversation history and delete messages permanently.
Manage contacts, schedule meetings, and share files
Manage business communications by sending audio, video, and PDF files directly to contacts. Share content via email, text, or social media. Track interactions and organize client information within the .
Manage client and policy information with snapshots and task lists. View recent activity and set reminders. Access quick quotes in 10 seconds. Use single sign-on for secure login. Work remotely with integrated quote tools and policy status updates.