The application provides comprehensive account information that is seamlessly synchronized between the desktop and mobile versions. Users can access detailed account histories and all relevant data anytime, ensuring they have up-to-date information at their fingertips, whether they are in the office or on the go. This integration facilitates efficient management of client or business account details without the need for multiple platforms.
With the built-in business calendar, users can set reminders for various activities and tasks, helping them stay organized and ensure nothing is overlooked. The calendar feature is designed to keep track of important deadlines and appointments, making it easier to manage daily business operations effectively.
The application features a summary dashboard that offers a quick overview of the user's business. By simply glancing at the dashboard, users can get a snapshot of their current business status, upcoming tasks, and important updates. This centralized view helps in making informed decisions rapidly and keeps users aligned with their business goals.
Additional functionalities include smart tools such as business card scanning, which digitally stores contact details from physical cards with just a few taps. The app also helps in planning routes to meetings directly from account records, saving time on navigation. Users can send quick notes, including texts, photos, audio, or documents, to both mobile and desktop versions for later processing, enhancing communication and workflow efficiency. Overall, the app offers many more features designed to streamline business management and communication.