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.
The app connects to the LeadPerfection CRM database for sales representatives. Users can view upcoming appointments, enter appointment results, and view personal sales statistics.
Manage smart devices with in- setup guides and troubleshooting. Access firmware updates and cloud service alerts. View digital user manuals and new product releases. Maintain device settings and receive maintenance notices.
View account balance and due date. Make payments and access bill history. See energy usage graphs to track trends. Report outages and contact directly through the .
The app allows field employees to access and update their Dataforma information in real time. It integrates with the main system to track service requests, enter work performed, and capture signatures.
Schedule appointments and view upcoming or past appointments. Receive special offers and check loyalty points. View service listings and read or write reviews. Manage account information and access business details remotely.
Answer tax-related questions to prepare returns. Chat with tax advisors in real time. Upload documents securely. Receive completed tax forms. Pay fees and track progress. Share information with professionals.
Stay updated with event agendas and schedules. Use built-in maps to locate conference spaces, venues, and shuttle stops. Participate in in- games for special prizes. Access real-time updates and navigation tools.
Access latest BG and automotive news, training resources, and on-demand sales tools. Navigate maintenance solutions during service drives. View blogs and industry updates. Share information with customers directly.
Record employee attendance with biometric authentication and GPS tracking. Log in remotely from smartphones. Receive break and lunch reminders. Syncs with digital time cards. Geo-tagging confirms onsite presence during check-in.