Create and send invoices, estimates, and orders. Process payments securely. Manage product inventory. Design and track GPS routes. Set territories. Integrate with Quickbooks, SAP, Freshbooks, Excel, and Xero.
The app provides mobile access to CRM data, including customer information, activities, leads, tasks, and orders. It offers online and offline functionality, with features for order entry, sample management, and data analysis.
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.
