Full featured, intuitive, mobile-first CRM for iPad. As featured in Lawyers Weekly, Girls Guide to Project Management, The Sweet Setup and WINK. Fully configurable opportunity tracking. Enterprise features at a fraction of the price. Tailor to your Sales Methodology and language
Drag and drop bubble charts to keep your pipeline data up to date.
Import contacts into your Address Book from LinkedIn, Facebook and your iPad/iPhone.
Instantly view your top clients, top salespeople and other metrics
Set up reminders that are synched with your Apple devices
Add custom data lists for your company for products, services,clients and staff
Track your pipeline, contacts, actions, meetings.
No internet connection required, works offline.
Simple to use, powerful and configurable.
CONTACTS
Fully integrated with your iPad contacts, calendar and tasks.
Sync your address book with Facebook and LinkedIn.
Import customer lists, pricing and products from the cloud
TEAM UP
Give selected team members access to specific leads on a case by case basis.
Choose between a Pay as you go model or access unlimited team ups with a subscription.
Enterprise accounts available for on-premise hosting or BYO Cloud.
CONFIGURABLE
Add your own custom fields and configure pick lists to suit.
Tailor for your sales methodology and branding
Multi-language support
INTERACTIVE CHARTS
Drag and drop bubble chart
Slice and dice tabular view
Interactive sales funnel
SYNCH TO THE CLOUD - OR YOUR OWN DATACENTER
Integrate with your on-premise or cloud CRM such as SalesForce,SAP or Microsoft Dynamics