Stay on top of important activities and customer interactions
• Enjoy the full richness of Timeline, on the go
• Use search and filters to get a more personalized experience
• Manage your private drafts
• Consume and edit rich-text
Capture notes, action items, and other key details from anywhere
• Rich activity creation experience, with formatting and @mention capabilities
• Populate standard and custom fields… no detail left behind!
Get smart, actionable notifications
• Get notified when you are @mentioned in an important conversation
• Connect your Google or Outlook calendar for timely meeting prep and quick note-taking
Get every detail and insight quickly with Sally
• Conversational AI bot that is always at your disposal, making you even more productive!
• Easily consume:
• Customer summary and attributes
• Full health scorecard
• NPS survey responses
• Tracked sponsors
• CTA summary
Minor Fixes and improvements
Ratings and Reviews
Up to six family members will be able to use this app with Family Sharing enabled.