Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Manage client relationships with contact tracking, deal pipelines, and activity logs. Schedule follow-ups and send automated emails. Generate reports and forecast revenue. Integrate with calendar and email services.
Manage customer interactions through a personal inbox. Integrate with CRM to organize contact lists. Respond to messages via SMS, WhatsApp, or Voice. Continue conversations across communication channels.
Create and send itemized estimates with photos for each task. Track job progress and update clients in real time. Manage multiple projects with customizable templates. Generate professional invoices and track payments.
The app offers comprehensive sales pipeline management with real-time updates and notifications. Users can manage tasks, search universally, and utilize geolocation features for route planning, all from any device.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Manage leads with automated follow-ups via WhatsApp, text, and phone calls. Track interactions, set reminders, and monitor team activity in real time. Export data and generate reports. Integrate with Meta Business tools for messaging and analytics.
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.