Access customer data from anywhere using a phone or tablet. Manage schedule, update pipeline, and connect with clients via call, text, email, or WhatsApp. Log interactions and track leads, customers, contacts, and opportunities.
Manage customer interactions across WhatsApp, Instagram, Messenger, SMS, website live chat, and more. Respond to messages, track conversations, and integrate with e-commerce, payments, calendars, and CRM systems.
Create and manage invoices, track products and customers, and back up data daily. Access inventory across multiple warehouses. Set user permissions for different roles. Conduct sales offline with no internet connection. Sync data across devices.
Access digital assets including demo videos, brochures, and product catalogues. Use the sales and marketing plan simulator for planning. Get personalized product recommenders. View updates on product changes.
Create roof measurements using satellite, aerial, drone, or blueprint images. Generate digital pitchbooks with auto pitch detection. Organize property photos by project. Manage customer contacts and tasks. Access digital manufacturer catalogs.
Access product catalogs with specifications, literature, photos, and videos. Filter products to display only those you sell. Search for literature and access tools. Log in with HVACpartners.com credentials.
An quickly by importing Instagram posts or adding products manually. Upload images and videos for product displays. Allow customers to select options like size and color. Customize colors and layout, and add testimonials.
Manage sales by creating item catalogs with pricing and descriptions. Add items on the fly during checkout with custom prices. Track inventory and adjust prices in real-time. Sync sales data across devices. Export sales reports and generate receipts.
Manage appointments and schedules with booking tools and reminders. Track customer details and service history with photo records. Process payments via POS, gift vouchers, and credit card readers.
Access conversations with users and respond in real time. Monitor live chats and bot interactions. Allow customer service agents to reply directly from their smartphones. Manage bot activities and messages on mobile devices.