Manage sales processes by assigning closers to sets and tracking appointments and calendars. Merge proposal creation with CRM and proposal software for collaboration. Monitor rep activity and home disposition.
Manage customer interactions across multiple platforms in one place. Integrate conversational tools from various services. Send and receive messages, set up automated responses, and monitor conversations in real time.
Manage client contacts and communications through integrated email, Facebook Messenger, text messages, and call history. Receive notifications for new website leads, invoice payments, and customer inquiries.
