Manage sales pipelines, track leads, and monitor performance metrics. Assign tasks, update customer information, and access real-time reports. Sync with web-based backend for data entry and team collaboration.
Sales staff can upload customer photos directly from their phones to . Submit photos for client records. Access and manage submitted images within the . Share photos with team members or clients as needed.
Access loan-related data including sales goals, approvals, site visits, and leads. View work queues, engage in chat, and manage loan origination tasks from mobile devices.
The app transforms a device into a sales, presentation, and training toolkit. Users can create interactive presentations with various media types and share them digitally, tracking engagement.
Manage sales and business operations with . Track inventory, schedule deliveries, and monitor project timelines. Generate reports, manage customer data, and streamline communication across teams. Automate tasks and integrate with accounting systems.
Enter customer orders quickly using the . Exchange messages between the office and DSRs. Define customer guides. View the full product catalog. Check open orders for customers. Access real-time product and data.