View, create, and manage appointments and activities with customers. Access calendar data in day, week, and agenda views. Collaborate with team members, communicate with business contacts, and access data for informed decision-making.
Find opportunities and track customer interactions
Track customer behavior patterns and receive alerts for opportunities. Log and analyze data. Generate reports and set retention targets. Sync with back-office systems for real-time updates. Manage leads and follow-up tasks directly from the device.
Manage email and SMS/Viber campaigns by creating and sending them from iPhone or iPad. Add and view subscriber lists, manually input emails, and track opens and clicks with detailed analytics.
