View business stats, track tasks, manage pipelines
Monitor business statistics and track pipeline performance. View current and past due tasks and mark them as complete. Receive notifications for new messages and communicate via SMS or email. Manage opportunity cards across pipelines.
Edit notes with markdown or rich text formatting. Create and sync notes across devices. Customize toolbar and settings for personalized editing. Export notes in various formats. Integrate with Evernote for seamless note management.
Manage contacts, merge duplicates, backup, and block
Manage contacts with duplicate detection and merging by phone number, name, or email. Organize contacts into groups, create private lists, and block unwanted contacts. Set birthday and event reminders. Backup and restore contacts.
View upcoming shifts and receive instant notifications about scheduling changes. Message coworkers, swap shifts, request vacation time, and set work preferences. Admins manage team schedules and permissions.