Manage leads with automated follow-ups via WhatsApp, text, and phone calls. Track interactions, set reminders, and monitor team activity in real time. Export data and generate reports. Integrate with Meta Business tools for messaging and analytics.
Companion allows admins to route qualified leads to team members instantly. Sales reps can view conversation context, resume discussions, and continue interactions.
Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
Track meetings in real time to provide targeted coaching. View meeting summaries instantly. Monitor revenue per rep and ensure consistent close rates. Receive action items to improve performance and support team success.
Manage sales opportunities and daily work plans remotely. Add and update customer profiles. Respond to sales leads anytime. Search inventory and track dealership activities through a interface.
