The app allows users to manage accounts and contacts from a mobile device. Users can add new accounts, complete tasks, make calls, send messages, and update information.
by Soffront Software, Inc★ 5.03 ratingsBusinessFreeData updated 2026-10-20
Manage territory with mapping tools to plan customer visits and view appointments as routes. Visualize contacts geographically, optimize travel paths, and track progress during trips.
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.
Create and manage cards with Apple Wallet integration. Exchange contacts effortlessly and share information instantly. Personalize cards with logos and colors. Manage multiple cards for different roles or businesses.
Track loads and receive notifications about important updates. Send and view messages with text macros. Accept or decline dispatches and check current load status. Call fleet manager or departments. Scan and send trip documents or images.
Access accounts securely at any time. Transfer funds between accounts or other institutions. Manage cards, lock or unlock them remotely. Pay friends directly from the . Deposit checks remotely. Set merchant and transaction alerts.
Manage accounts and finances through real-time balance checks, transaction history viewing, and pending transaction tracking. Initiate fund transfers, send secure messages, and locate nearby branches.
Automate data entry with zero-touch syncing. Optimize routes and find new leads using AI. Prioritize leads and close deals from anywhere. Manage territories and automate CRM tasks. Track performance and access real-time insights.
Manage jobs with digital job cards, track staff locations, and send client emails and texts. Create quotes, log job notes and photos, and handle online bookings. Schedule tasks and manage assets through the .
Create and customize digital cards with text, images, and branding. Scan physical cards using OCR to extract contact details. Share cards via email or link. Include video introductions. Track analytics on views and engagement.
Manage client interactions with contact organization, note-taking, and tagging. Send personalized SMS and campaign messages. Schedule and make high-quality calls. Track follow-ups with built-in planning tools.
Manage emails with an ergonomic interface for easy preview and attachment handling. Receive push notifications for instant updates. Swipe to delete or mark emails quickly. Access email from iPhone and iPad.
The app provides mobile access to a Towbook account for managing towing operations. Users can add and dispatch calls, receive job updates, print receipts, upload photos, and manage impounds from their device.
Manage finances by connecting bank and credit card accounts to track cash flow and expenses. Scan and organize automatically. Create and send invoices with custom templates. Set reminders for pending payments.
Create cards with customizable designs and branding options. Share via QR code or Apple Wallet. Manage contacts and update information remotely. Sync across devices for consistent access.
Export contacts to spreadsheet files directly on the device. Save files in compatible formats for Excel or other spreadsheet apps. Share via email, messages, AirDrop, Dropbox, or Files.