Manage customer interactions by merging Salesforce data with email. Track emails, set response reminders, and update Salesforce records directly from the inbox. Sync email activity with Salesforce for real-time insights and streamline communication.
Create and manage business profiles to attract investors. Upload business details and financial data. Receive notifications about investor interest. Connect with potential investors directly through the .
Organize contacts into three categories: Lead, Prospect, Sold. Set custom follow-up reminders. Sync contacts with iPhone via iCloud. Receive alerts on iPhone and Apple Watch. Import or create contacts, which sync with iPhone contacts.
Share business updates and connect with contacts through integrated communication tools. Access marketing materials like videos and images. Collaborate with teams and manage projects with shared resources.
Access benchmarking data and industry research to inform business decisions. Download free reports with registration. Obtain detailed analytics tailored to specific businesses and opportunities.
The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
The app offers comprehensive sales pipeline management with real-time updates and notifications. Users can manage tasks, search universally, and utilize geolocation features for route planning, all from any device.
Share content, connect with contacts, collaborate securely
Manage business contacts with ease. Create and share marketing materials like videos and images. Collaborate with team members and connect with new contacts. Access tools for generating word-of-mouth buzz and supporting business growth.
Manage calls with auto dialer and CRM integration. Set up call centers quickly. Track customer interactions and sales leads. Schedule and log calls. Sync with contact databases. Monitor call performance and activity.
Manage real estate leads with real-time tracking of property views, saved searches, and contact requests. Set reminders and add notes to leads. Access a dedicated concierge team for lead nurturing and alert setup.