Application to facilitate call post-processing and data search in the customer base

The add-on helps to simplify routine operations within the framework of the ongoing workflows

Planning of visits for selected customers and its fulfillment

For creating questionnaires as basis for surveys, interviews, quizzes, certifications, and checklists that can include scoring of results.

Bulk update of the Owner field for selected records

Take photos using a laptop or phone camera and save them to records immediately

Play video files uploaded to the Attachments detail of any section

Automatically process attachments encrypted using a digital signature in synchronized emails

Conduct surveys among your contacts and accounts