Manage projects by creating, viewing, and updating tasks. Track progress and deadlines. Share files and communicate with team members. Log leads and send quotes. Secure approvals and access customer data. Sync with desktop CRM for real-time updates.
Manage contacts with detailed notes and histories. Track tasks and activities with due dates and reminders. Monitor sales pipelines and update deals in real time. Sync data across devices and access reports for business insights.
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 leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
Access CRM data including companies, contacts, activities, documents, projects, sales, and requests. Schedule or reschedule meetings. Communicate with colleagues and save new information. View sales dashboards and update pipeline data.
Submit PTO and time-off requests, view balances, and track remaining days. Access payslips and invoices with full pay history. Submit expenses by uploading receipts or photos. Receive status updates on requests and payments.
Manage email and SMS/Viber campaigns by creating and sending them from iPhone or iPad. Add and view subscriber lists, manually input emails, and track opens and clicks with detailed analytics.