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.
Access CRM data, manage leads, and track sales activities offline. Sync contacts and update deals remotely. View dashboards and receive notifications for important updates. Share files and collaborate with team members in real time.
Capture attendee contact information by scanning QR codes at events. Store and update details offline. Add notes and missing data. Access contact information for follow-up.
Record and transcribe in-person meetings with one tap. Generate notes in your voice for accurate documentation. Sync notes with CRM systems directly from the . Create email drafts and task lists based on meeting content.
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.
Manage business contacts across multiple lists with a unified address book. Share contacts with coworkers and invite them to collaborate. Use the built-in virtual assistant to update and organize contacts.