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 business communications with integrated calling, messaging, and meeting features. Transcribe conversations and generate notes using AI. Share files in team chats and receive typo corrections.
Create and send digital signatures for documents, forms, and contracts. files via email or cloud services. agreements directly on your device. Set reminders and track signing status. Share documents securely with multiple parties.
Create and manage reports within Salesforce. Input data manually or sync from existing records. Customize report layouts and filters. Share reports via email or link. Track progress and export data in PDF or Excel formats.
Send text messages to update CRM records. Automatically parse data and populate fields in Salesforce or SAP Cloud for Customers. Streamline data entry by replacing manual form filling with text-based input.
Manage sales leads and track performance with analytics. Monitor distributor orders and communication in real time. Handle loyalty program data and streamline order processing. Integrate with existing systems for sales and channel management.
Draft email replies using AI based on user input. Automatically generate 1-line summaries for emails. Prioritize messages with smart sorting. Schedule emails to send later. Collaborate with team members in real time.
Create and manage workflows without coding. Define steps, assign tasks, and track progress. Share processes with team members. Edit and update workflows as needed. Maintain a team wiki and company handbook.
Capture leads by scanning business cards with an AI-powered scanner. Create and share digital business cards. Take notes and tag leads. Automate follow-up campaigns. Sync with CRM systems like Salesforce or HubSpot.
Enable two-factor authentication and multi-factor authentication for account security. nd verify time-based one-time passwords. Support for multiple accounts and platforms. Sync across devices. Manage authentication codes and backup recovery options.