View, create, and manage appointments and activities with customers. Access calendar data in day, week, and agenda views. Collaborate with team members, communicate with business contacts, and access data for informed decision-making.
View messages from customers and leads. Respond in real-time using your business ID. Check messages anytime, anywhere. Stay updated on leads and customer interactions. Manage communications on-the-go.
Automate scheduling with task assignment and electronic task receipt. Track customer trends and analyze revenue vs service costs per account. Access real-time sales rep availability for urgent support.
Companion allows admins to route qualified leads to team members instantly. Sales reps can view conversation context, resume discussions, and continue interactions.
Manage sales tasks with real-time data sync and customer information access. Log customer details and scan driver’s licenses to submit deals. Access recent conversations, leads, and respond promptly.
