Manage customer interactions with contact tracking, activity logging, and communication history. Create and send quotes, generate reports, and access data across devices. Customize workflows and set reminders for follow-ups.
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Manage contacts and track project milestones directly from a smartphone. Log and update key project details in real time. Share updates with team members and access critical data on the go.
Create and manage purchase orders, invoices, and quotations. Input item details, quantities, and prices. Calculate totals and generate lists. Share documents with customers or sales teams. Track purchase history and view transaction summaries.