Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Sync data across devices. Track progress with customizable dashboards. Generate reports and manage leads.
Monitor call activity and track key metrics. Send and receive text messages using a chosen tracking number. Make and manage calls directly within the . Add tags, values, and notes to leads. Organize contacts and view call logs.
Capture attendee contact information by scanning QR codes from badges or emails. Invite exhibitors to events and grant access to shared QR codes. Eliminate multiple QR systems by centralizing guest check-in and collection.
Capture attendee contact information by scanning badges with the device camera. Add notes and qualifying questions. View, print, or export data to a CRM or other application.
Manage client work with invoicing, payment acceptance, and project communication. Send and receive emails, enable push notifications for alerts, and manually share forms and schedulers. Accept payments via Tap to Pay in person.
