Converse across all channels.
A customer or prospect can reach out to you in a number of ways. Respond to @mentions on Twitter, engage website visitors through live chat, call prospects, send emails, and manage all customer communication from CRM.
Log meetings with customers.
Use the check-in feature on the mobile app to record meetings with customers. You can also notify colleagues that you have met with a particular prospect or customer so they can take the next steps.