Manage leads, track interactions, and stay connected
Manage leads with real-time updates and communication. Track sales pipeline progress and set reminders. Access contact information and notes. Sync with desktop features for consistent data. Assign tasks and monitor team activities.
Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.
Manage legal teams, schedule events, and track tasks with workflow automation. Assign contacts to cases, calendar procedural tasks, and organize team activities. Access real-time marketplace for attorneys and litigation support.
Manage social media, text, and messaging for financial services professionals. Create and schedule automated campaigns. Access corporate content and engage in compliant 1:1 and 1:many outreach. Monitor interactions and track campaign performance.
Create invoices, quotes, and estimates quickly by adding items, quantities, prices, and taxes. Track overdue payments and send payment reminders with one tap. Generate professional PDF invoices and send them instantly.