Unified View
All your customer activity, notes, quotes, tasks, meetings on one screen
Geolocalisation & Nearby
Find nearby customers on your phone with GPS. Filter them by group on a Map
Auto Log Calls
Record calls made or received on your phone, with duration and integrated callback scheduling
Callbacks & Meetings
View client meetings of all your team in the Calendar. Manage callbacks efficiently with the Tasks app.
Custom Fields
Input, find and sort the information most relevant to the way you work
Groups & Regions
Let you classify your customers the way you want
Easy Import
Import from Outlook, Gmail, Yahoo or any Excel file
Find Duplicates
And merge them to clean up your customer database
Easy Access Rights
Lets you define which staff member can have access to which customer data
