Create quotes quickly with customizable templates. Route quotes for internal approvals based on set rules. Automatically send approved quotes to customers. Sync jobs with dispatching systems.
by WMC IP, INC.★ 5.06 ratingsBusinessFreeData updated 2026-09-19
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.
Access and manage contacts, leads, organizations, quotes, events, and opportunities. Import contacts from address book. Send calls, SMS, and emails to contacts. Sync data with CRM via web address. View and create records remotely.
Manage customer relationships with AI-driven insights and automation. Monitor accounts in real time, generate personalized outreach, and automate daily workflows. Plan, engage, and close deals with data from internal and external sources.
Access real-time streaming quotes and news for CME products. Monitor commodity prices, track market trends, and receive updates. View detailed market data and news relevant to CME exchanges.
Producers can access market reports from USDA and Virginia markets. View futures for agricultural commodities. Manage a calendar of sales and events. Check detailed weather forecasts. Track sales and industry updates.
Create professional invoices with customizable templates, logos, and brand colors. Add client details, itemized lists, and payment terms. Send invoices via email or link. Track payments and generate reports.
Track and manage inventory in real time. Create and process orders quickly. Generate invoices and receipts. Monitor profit margins and stock levels. Set up employee access and permissions. View reports and analytics.