Manage leads by filtering and tracking potential customers. Connect with prospects through direct messaging. Set reminders for follow-ups. Export contact details and activity logs. Sync data across devices.
PDF documents with digital signatures and e-signatures. Fill forms and scan documents to PDF. Share files securely. Create and contracts, invoices, and business forms directly on iPhone or iPad. No printer or scanner required.
Schedule services, job listings, and download files directly. Manage appointments, track project status, and access files. Receive updates and communicate with support team.
Change browser behavior on websites by selecting different agents. Adjust settings to simulate various browsers and versions. View website responses based on detected agents. Manually input custom strings for testing.
Manage contacts, track deals, and automate workflows
Manage client interactions, track leads, and schedule appointments. Create and send marketing emails. Analyze performance metrics and integrate with calendar apps. Automate task reminders and organize deal pipelines.
Send crop information directly to agents. Input and submit policy details. Access personalized client-specific data. View policy status and updates. Communicate with agents through in- messaging. Manage claims and documentation.
Switch between mobile and desktop website views with a single click. Adjust strings to simulate different devices. Use built-in WebView to preview websites on various smartphones and screens.