CalendafyCRM

Manage your customer relationships wherever work takes you. CalendafyCRM is the mobile companion to your existing CalendafyCRM workspace. Contacts and companies Find customers, update details, and keep related records together. Calls, notes and tasks Call contacts, record meaningful activity, and create follow-up tasks. Deals and assets Manage opportunities and linked assets using the features enabled for your workspace. Ask Amy Use voice or text to prepare CRM updates, then review the proposed changes before saving. Ask Amy availability depends on your workspace settings. Email and search Work with connected email accounts and search across the records available to you. Notifications Enable notifications for supported reminders and mentions. Notification delivery depends on your device permissions and workspace settings. An existing workspace account is required. Your access and available features are managed by your workspace administrator.