- Speed to Lead: Push notifications alert agents when they have a new lead, providing search criteria and other lead insights to help them respond quickly and effectively.
- Emails: Agents can easily view, reply to, forward, delete, archive, filter, and create emails in the app. They can also create a new contact from an email.
- Contacts: Accessing and working with contacts is made easy with features such as search by name, phone, or email address, toggle between Recently Active or All Contacts views, add or edit an existing contact, call, text, or email right from the contact record, and view/add notes, reminders, campaigns, groups, and contact history.
- Reminders: Reminders help agents manage their day by allowing them to easily navigate to see which reminders are due today, tomorrow, the past, and the future.