The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
The app offers account access for personal and business use. Users can check balances, transfer funds, view history, make payments, deposit checks, pay bills, and apply for loans.
Manage gas usage and billing with real-time tracking and historical data export. View and compare current and past usage. Start, stop, or transfer service remotely. Save payment methods for one-time transactions.
Monitor revenue, payments, balances, and payouts in real-time. Compare current performance to historical data. Accept in-person payments or send payment links and invoices. Issue refunds and manage payout schedules.
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
Capture leads by scanning business cards with an AI-powered scanner. Create and share digital business cards. Take notes and tag leads. Automate follow-up campaigns. Sync with CRM systems like Salesforce or HubSpot.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Manage payroll and HR tasks from . Clock in/out with GPS or photo. View timesheets, schedules, and PTO balances. Digitally sign timesheets. Request time off and view pay stubs. Submit expense reports. Track employee schedules and payroll data.
The app allows users to manage personal or business accounts, view balances, deposit checks, transfer funds, and pay bills. Users can also send money with Zelle®, manage debit cards, and locate branches and ATMs.
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
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.
Manage customer data by searching and adding contacts. Scan driver's licenses or VINs for quick lookups. Find inventory and send follow-up texts or videos. Complete daily tasks offline and access CRM features on the go.