Manage leads and deals with a visual interface. View and update lead details, track deal progress, and set reminders. Access contact information and communication history. Sync data across devices and receive notifications for new messages.
Manage team tasks and customer information. Review and edit service reports. Set up agreements and estimates. Track user schedules and access customer data. Share and update work orders in real time.
Manage projects by creating, viewing, and updating tasks. Track progress and deadlines. Share files and communicate with team members. Log leads and send quotes. Secure approvals and access customer data. Sync with desktop CRM for real-time updates.
