Dashboard
The dashboard will give you an overall view of the statistics of your business. You can select an individual pipeline and see the performance of that particular section of your business.The Dashboard also gives you the ability to view current and past due tasks. You can also mark tasks complete.
Communications
Get notifications of new messages right on your device. Communicate through SMS or email to contacts.
Opportunities
Manage your opportunity cards in each pipeline you have created. Drag and Drop to the appropriate column.
Scheduling
Manage your appointment schedule right from your device. Schedule appointments for your clients. You can also reschedule, cancel or mark them as a no-show if needed.
Contacts
Look up the contact details of any of your clients. Add a new contact, add notes or a task. Add a contact to a campaign and even call them.
The dashboard will give you an overall view of the statistics of your business. You can select an individual pipeline and see the performance of that particular section of your business.The Dashboard also gives you the ability to view current and past due tasks. You can also mark tasks complete.
Communications
Get notifications of new messages right on your device. Communicate through SMS or email to contacts.
Opportunities
Manage your opportunity cards in each pipeline you have created. Drag and Drop to the appropriate column.
Scheduling
Manage your appointment schedule right from your device. Schedule appointments for your clients. You can also reschedule, cancel or mark them as a no-show if needed.
Contacts
Look up the contact details of any of your clients. Add a new contact, add notes or a task. Add a contact to a campaign and even call them.
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