Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
Track time spent on tasks and create to-do lists. Generate reports for . View daily and monthly productivity stats. Monitor remaining tasks. Measure activity durations to set deadlines. Identify time-consuming tasks for delegation.
The app allows users to manage business operations from a mobile device. It provides tools for viewing job details, assigning tasks to drivers, and tracking truck and job locations in real-time.
Collaborate and communicate through instant messaging, document sharing, and file exchanges with electronic signatures. Conduct calls and video conferences with multiple participants. Manage tasks with progress tracking.
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.
Organize projects by splitting into tasks with start and due dates. Assign tasks to team members and upload files. Track progress through comments and mention team members.
The app provides field sales CRM features for managing accounts, optimizing routes, and logging activity. It supports various field teams and integrates with other CRMs.