Manage leads by tracking opportunities from inquiry to signed contract. Organize and prioritize leads. Create and send proposals. Track job progress and update project statuses. Share company updates and job instructions with the team.
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.
Access workflow tasks and forms from a single interface. Manage tasks directly within the . Sync task lists across devices. View and complete workflow actions on the go. Stay updated with real-time task information.
