Manage customer interactions with contact information and visit notes. Schedule and track sales visits. Assign tasks and monitor progress. Analyze sales data for insights. Integrate digital marketing tools.
The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
Manage schedules with a visual calendar and track inventory for asphalt, concrete, and aggregate plants. Place secure orders through a customer portal. Access real-time updates and generate automated reports.
The app captures sales leads at tradeshows and client meetings. It offers a showroom facility for viewing product literature and capturing product interest.
