Manage candidates, clients, and contacts. Share job listings on a website. Send and receive emails. Parse resumes from emails. Post jobs automatically. Set email triggers. Perform boolean searches. Track job board postings.
Check account balances and view transaction history. Transfer funds between accounts and pay bills. Locate nearby ATMs and branches. Contact customer support directly. Access the bank’s website for deposit rate information.
Manage borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
Manage leads, automate follow-ups, book appointments, track
Manage leads and automate follow-ups via text, email, and voicemail. Book appointments with one tap. Track pipeline progress and organize sales activities. View client information and update deal statuses. Sync with calendar and send reminders.
Track company and contact history. Dictate meeting notes. Create and manage follow-up tasks. Update opportunities and quotations. Streamline project management. Organize to-do lists. Access data via web or mobile.
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Sync data across devices. Track progress with customizable dashboards. Generate reports and manage leads.
Make and receive calls automatically using call lists. Log call details and send follow-up emails or texts. Schedule calls with a planner, track performance metrics, and share leads with team members. Analyze call data and generate reports.
Quickly add and update customer information. Manage leads and tasks on the go. Receive push notifications. Send and receive text messages and emails. Search and view inventory details.
The app provides mobile access to CRM data, supporting online and offline functionality. It enables users to view, create, delete, and modify data without an internet connection, integrating features like photo capturing and route planning.