View and update work order status from Car Dealerships. Rate cars upon delivery. Access the same data as the Web Portal. Requires login for dealership employees and . No in- purchases.
Schedule appointments, manage inventory, access customer data
Access account with login credentials. Schedule appointments, manage inventory, and handle customer interactions. View demo status, transfer inventory, and update customer information. Sync data across devices for real-time updates.
Manage leads with landing pages, surveys, and forms. Schedule appointments via calendars and inbound phone systems. Access a full suite of tools for funeral homes, preneed agencies, and churches. Track sales and marketing activities in one platform.
Lead information by scanning badges at trade shows. Store multiple events on the device and scan badges using the camera. Record notes, answer customizable questions, and save locally or upload them to a secure website.
Track vehicles, manage fleets, and schedule maintenance
Track vehicle locations and status in real time. Monitor fleet progress through stages like shop, paint, and service. Manage maintenance schedules and receive alerts for vehicle activity. Sync data across devices for updated fleet insights.
View recent activity from consumer or employee engagement on the web platform. Track interactions, manage responses, and monitor engagement metrics. Access real-time updates and manage communication threads directly.
Manage and automate campaigns, leads, and opportunities from a single platform. Track customer interactions and support activities. Collaborate with team members and sync data offline for seamless updates. Close deals on the go.
Capture and qualify leads from event attendees. Take notes and record interactions. Retrieve and follow up on leads during and after events. Sync data with a central system for tracking and management.
Access loan-related data including sales goals, approvals, site visits, and leads. View work queues, engage in chat, and manage loan origination tasks from mobile devices.