Manage contacts, track deals, and automate workflows
Manage client relationships with contact tracking, deal management, and task organization. Send SMS, email, and ringless voicemail messages. Monitor brand reputation and set up communication schedules.
Manage and distribute leads with real-time tracking and attribution. Analyze campaign performance through detailed reporting. Store and organize customer in a centralized warehouse.
Manage contacts with a searchable list and organize appointments using a full-calendar. Send emails with an intuitive editor and communicate via two-way SMS and calling.
The app provides universal mobile access to enterprise applications like ERP, CRM, and SCM. It offers bi-directional functionality across critical systems without requiring code changes.
Create and manage marketing campaigns using automation tools. Generate leads through text and email. Schedule appointments and track interactions. Integrate with CRM for lead management and analytics.
The app allows Siebel CRM users to access critical CRM information on their iPhone or iPad, even without network coverage. It supports managing accounts, contacts, opportunities, and more, with data stored locally for quick access.
Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
Manage personal and family information with custom fields and contact details. View and edit profiles, add notes, and organize members into groups. Access family data and toggle church directory mode. Upload or update profile images.