Create and manage clients/deals/estimates/sales orders, manage tasks and schedule appointments.
Send SMS and e-mails to your policy holders.
Validate customer passport, driver license, and ID card identity within seconds via camera, scanner, or file verification.
Track accounts, contacts, leads, meetings, compelling events, phone calls, and notes.
Organize and manage customer information.
Print photo id card, name badge, visitor pass, security badges
Change your Outlook e-mail client into a CRM system with contacts, deals, projects, and marketing.
Manage, automate, and optimize your sales.
Perform contact and customer relationship management.
Manage customers, appointments, and resources.
