A business file with all relevant data at-a-glance. Ensures business continuity with staff and shows relationship with other records - critically useful.
Activities document what’s happened, what’s planned and keeps the team organized. Activities can be customized and reported on. Comments, photos and formatted notes become surprisingly useful.
Connect anything to anything with selection of how they relate e.g. parent, employee, manager - create your own list. Show all activities from related records for a complete view.
Receive a device or email notification right at the perfect moment. Largely work from your email as updates (with deep links) are provided automatically.
Comfortably control who has access to what sets of data. Or, share individual records and assign work to anyone in-or-outside your team - for free.
Automatically creates corresponding contacts from your incoming web-leads and instantly notifies the appropriate team members for action.
Tap an email address and have information automatically merged into the new message. Works on 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 to quickly record information 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 is inadvertently deleted, one-tap puts it right back.
Capture and update records from your websites with easy to implement web-forms with Wufoo.
Staff love to leave notes and comments. Rich format editors in all apps are easy to use and really help communicate important details.