Manage customer interactions through a personal inbox. Integrate with CRM to organize contact lists. Respond to messages via SMS, WhatsApp, or Voice. Continue conversations across communication channels.
View pending approvals and approve or reject items based on business needs. Manage workflow status in real time. Access internal documents and track approval history for compliance.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
The app provides real-time access to customer information from a mobile device. Users can view and update contacts, tasks, and sales opportunities, and monitor key business KPIs.
Manage sales leads with instant response features and automated follow-ups. Track pipeline progress with customizable dashboards. Set reminders for follow-ups and sync contacts across devices. View deal stages and update statuses in real time.
Create and submit solar surveys for residential projects. Upload site details, capture images, and generate reports. Share surveys with team members and track project status in real time.
Manage routes, track inventory, and invoice clients
Manage routes and track inventory by scanning products and assets. Create and send invoices, track sales, and access pre-sales data. Sync with DSD back-office system for real-time updates and compliance.
Manage leads and projects in real time. Track sales pipelines and view commission details. Communicate with customers and schedule follow-ups. Access performance analytics and sales data on mobile devices. nd view reports for sales performance.