Create and send invoices and estimates with customizable templates. Add client details, itemized lists, and payment terms. Track status and set reminders. Export documents in PDF and share via email or messaging.
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
Create proposals for projects, businesses, or startups with customizable templates. Input project details to generate content. Format proposals in various styles. Add logos and branding elements. Export as PDF or Word documents.
Schedule jobs using mobile or web access. Send text reminders to reduce no-shows. Store client history securely in the cloud. Manage appointments and track progress for solo professionals and small teams.
The app provides sales and inventory management for artwork. Users can view and manage their inventory, build collections for sales presentations, and add new artwork directly from a mobile device.
Track real estate leads with integrated data insights. Manage outreach through interactive messaging. Log interactions and follow-ups within a unified platform. Sync with CRM tools for seamless engagement.
Create and manage bids with building type selection and cleaning frequency input. Generate professional proposals and suggested prices. Schedule inspections and maintain checklists. Track time and expenses. nd send invoices.
Manage leads and track tasks within a centralized inbox. Communicate via in- calling and receive instant notifications for lead activity. Sync with desktop version for consistent organization and productivity.
Manage business contacts by adding, editing, and organizing contact details. Share materials like videos and images with team members or clients. Create and distribute exclusive content approved by the company.