Manage sales tasks with real-time data sync and customer information access. Log customer details and scan driver’s licenses to submit deals. Access recent conversations, leads, and respond promptly.
The app creates and removes mail folders for Imap accounts. Users can organize emails by moving them into folders and use folder redirection to move emails from the INBOX to other folders based on rules.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Schedule and manage bookings instantly. View customer details and job history. Assign tasks to team members. Communicate with clients via text, call, or email. Process payments directly within the .
Manage tasks, plan projects, collaborate seamlessly
Manage personal and team tasks with task creation, drag-and-drop organization, and context-switching task completion. Add web pages or notes as tasks. Collaborate on projects and track progress within the browser extension.
Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.
Generate professional emails from prompts, create smart replies based on context, and streamline communication with AI-driven tools. Edit and refine email content directly within the . Integrate with email clients for seamless use.
View, create, and manage appointments and activities with customers. Access calendar data in day, week, and agenda views. Collaborate with team members, communicate with business contacts, and access data for informed decision-making.