Manage prospects through the sales life cycle with a dynamic pipeline to visualize stages, interest levels, and last communication. Forecast sales for 30-60-90 day periods. Configure dashboards for productivity and occupancy insights.
Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
Manage sales opportunities and daily work plans remotely. Add and update customer profiles. Respond to sales leads anytime. Search inventory and track dealership activities through a interface.
Manage project tasks and site issues with offline access to project data. Create, view, and update defects, punch lists, and snags. Pin forms to locations on a sitemap for accurate issue tracking and reporting.
Manage branches, contacts, and team members from a single interface. Track client and prospect records, schedule appointments, and set reminders. Handle multiple insurance policies and types. Access login details from SMD.
Schedule and manage sales conversations across WhatsApp, Instagram, and Facebook Messenger. Track customer interactions, set follow-up reminders, and integrate with CRM tools to streamline lead management and improve conversion rates.
Access CRM data including contacts, projects, sales, and documents. View sales dashboards and pipelines. Update information, schedule or reschedule meetings, and communicate with colleagues. Create and manage diaries.
Field service technicians can manage tickets, update account and contact information, and track opportunities directly from the . The interface provides quick access to critical data and automates ticket updates.