Manage client communications with bulk text messaging for personalized outreach. Create and manage Scope of Appointment documents. Track appointments and client interactions. Access policy information and submission tools.
Manage client work with invoicing, payment acceptance, and project communication. Send and receive emails, enable push notifications for alerts, and manually share forms and schedulers. Accept payments via Tap to Pay in person.
The app provides mobile access to CRM data, supporting online and offline functionality. It enables users to view, create, delete, and modify data without an internet connection, integrating features like photo capturing and route planning.
Track information, appointments, and service histories. Schedule appointments with 15-minute defaults. Search and query data. Send messages and reminders to clients. Sync across devices for real-time updates.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Allows users to capture photos and videos in a single workflow. They can annotate in real-time with labels, arrows, highlights, voice notes, timestamps, measurements, checklists, trims, and logos.
Connect with agents through chat groups and track referrals. Create and manage collaboration spaces. Share files and messages securely. Monitor client interactions and project progress.
Schedule with multiple stylists, booths, and stations. Set automated reminders via SMS, iMessage, WhatsApp, Telegram, or email. Create online booking pages with portfolios and contact info. Generate sales reports and track statistics.
Create matters and cards to organize work. Access detailed matter information including correspondence and documents. Record voice memos and send emails. Track critical dates, tasks, and calendar entries.
Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
Book appointments, create proposals, send invoices
Manage customer appointments and job schedules with a dedicated calendar system. Create and send proposals and invoices. Store unlimited photos and project documents. Automatically notify customers and track tasks for window tinting businesses.