A business file with all relevant data at-a-glance. Ensures business continuity with staff and shows the relationship with other records - critically useful.
Document what’s happened, what’s planned and keep the team organized. Activities can be customized and reported. Comments, photos, and formatted notes become surprisingly useful.
Connect anything to anything with the selection of how they relate, e.g. parent, employee, manager - create your list. Show all activities from related records for a complete view.
Receive a device or email notification right at the perfect moment. Mainly work from your email as updates (with deep links) are provided automatically.
Staff love to leave notes and comments. Rich format editors in all apps are easy to use and help communicate relevant details.
Automatically creates corresponding contacts from your incoming web-leads and instantly notifies the appropriate team members for action.
Tap an email address and have the information automatically merged into the new message. Works on the web and mobile apps. A great time saver.
Integrated geo-mapping features provide proximity details, powerful multi-step route optimization, at-a-glance map, street-view, and directions.
Photos are a great way to record information quickly and are displayed perfectly inline on the record. Take in everything with the integrated photo previews or download the originals.
If anything in the system becomes inadvertently deleted, one-tap puts it right back.