Manage leads and appointments on-the-go with real-time updates and tracking. Schedule and navigate canvassing routes. Monitor leaderboard rankings and participate in dealer competitions. Log sales interactions and sync data across devices.
Manage contacts with detailed profiles and analytics. Schedule and make calls from contact pages or a calendar. Record voice memos, add notes, and set reminders. Track dealer performance with customizable metrics.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Record customer conversations with one-tap recording. Analyze interactions using AI-powered insights for full visibility. Receive real-time, personalized coaching feedback. Track performance metrics and improve sales techniques.
Automate scheduling with task assignment and electronic task receipt. Track customer trends and analyze revenue vs service costs per account. Access real-time sales rep availability for urgent support.
View commission data, track earnings, and monitor payout details. Access goals and statement information. Receive real-time updates and manage commission-related tasks from anywhere. Sync with desktop data for accurate and consistent information.
Access property and owner data to build targeted lists and reach potential buyers. Filter leads by criteria like home condition, roof age, and ownership status. Export contact details including phone numbers and emails.
Automate data entry with zero-touch syncing. Optimize routes and find new leads using AI. Prioritize leads and close deals from anywhere. Manage territories and automate CRM tasks. Track performance and access real-time insights.