Manage supporter relationships and database entries directly from your mobile device. Process donations securely using RFID cards or digital wallets. Access donor insights and interaction history for informed decisions.
Check balances and view transactions. Transfer funds between accounts and make payments. Approve transactions, review reports, and initiate stop payments. Manage business accounts with desktop-like features on mobile or tablet.
Sync calendar, automate sales, send messages, track
Manage leads and sales pipelines with automation tools. Sync Google calendar, generate reports, send and receive calls and texts. Set up sales processes and track progress.
Access member directory to view contact information. Check meeting times and locations. Review calendar events and meet-ups. Schedule 1-to-1 meetings with other members. Submit referrals for business opportunities.
The app transforms an iPad into a mobile sales office. It manages appointments, tracks interactions, creates proposals, and automatically fills PDF paperwork.
Identify and map high-potential leads within your territory. Set up and optimize routes. Prepare meeting notes and CRM data using AI. Capture and update CRM information in real time. Track progress and manage tasks directly from the .
The app stores all customer-related information in one location, facilitating task completion. It enables users to share database information with colleagues, making it a team application for businesses.
The app provides mobile access to a SalesNOW account for managing contacts, companies, leads, and deals. Users can create logs for calls and meetings, save outgoing emails, and update sales information in real-time.
Manage employee schedules with a dashboard for tracking , approving changes, and viewing work schedules. Employees can in and out, add sheet adjustments, and access their schedules on-the-go. GPS tracking is available during work hours.