Track meetings in real time to provide targeted coaching. View meeting summaries instantly. Monitor revenue per rep and ensure consistent close rates. Receive action items to improve performance and support team success.
Manage finances with a free multi-currency account supporting 20+ currencies. Send, receive, and hold funds in multiple currencies. Instantly switch between currencies. Access physical and virtual debit cards for transactions.
Track with AI-powered import of paper timesheets and PDFs. Log manually or via camera. Generate professional invoices with customizable templates. Set project categories and hourly rates. Export logs and invoices in multiple formats.
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.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Manage sales, marketing, and customer support messages in one place. Send and receive messages, organize conversations, and access team files. Integrate with calendar and email for scheduling and tracking.