- Simplify contact management with search by first name, last name, or email
- Add contact information directly to phone address book with 'Save to Phone' feature
- Add, edit, or view recent contacts based on interactions
- Add contacts by taking photos of business cards
- Capture lead sources and create detailed notes for each contact
- Call, email, text, or map directions to a contact directly from their record
- Add tags to trigger actions and campaigns from mobile device
- View, complete, and create tasks on the go
- Keep contacts updated by writing and accessing notes
- View recent orders and orders for a specific contact
- Create new orders and accept payments
- View and manage opportunities
- End-User License Agreement, Privacy Policy, and Terms of Use available through links in the app.