Manage leads with customizable workflows and AI-driven matching. Track client interactions via email integration. Update details and manage deals directly from the . Set reminders and monitor sales pipelines in real time.
Track business expenses by adding multiple ventures and recording daily costs. Categorize spending and monitor financial activity. Manage all expense data securely in one place. Generate reports and set spending limits.
Manage service calls and track appointments with real-time updates and photo uploads for documentation. Request time off and report workplace accidents. Administrators create service calls, manage client data, and monitor employee activity.
