Receive real-time push notifications for instant communication. Reply to SMS via a shared team inbox. Send individual or mass messages to contacts. Assign conversations to teammates. View customer details and start texting instantly.
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Send personalized video messages via email, text, or messaging apps. Include branded content and customize messages. Share directly with contacts or integrate with existing communication tools. Track engagement and manage message history.
Create and share QR codes linking to contact information like phone numbers, emails, and websites. Save multiple cards and switch between them quickly. Add the widget to your home screen for easy access.
Access customer data from anywhere using a phone or tablet. Manage schedule, update pipeline, and connect with clients via call, text, email, or WhatsApp. Log interactions and track leads, customers, contacts, and opportunities.
Make and receive calls using SIP protocol from any device. Transfer active calls between devices without interruption. Maintain consistent user identity across all devices. Send and receive messages. Access call history and manage contacts.
Manage by assigning individuals to companies and viewing both and people on the same screen. Sort people at a in any order. Send text or email to all at a specific or in a specific group with one click.