You will be able to see the data of all the company's customers on your phone:
- Incoming payments;
- Client debts;
- How much money has the client spent over the last 10 years and how often they bill;
- CEO's name.
- What manager and when did he interact with;
- Results of the conversation and next steps on whether it is worth wasting your time on this company or person;
- ... and other standard CRM functionality.
You will be able to issue invoices yourself, which will be visible to other employees of the company in a second.