Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.
Manage territory with mapping tools to plan customer visits and view appointments as routes. Visualize contacts geographically, optimize travel paths, and track progress during trips.
The app stores company product, pricing, and inventory information on a cloud server. It presents catalog and other information on the iPad in an easy to use format, fully available when offline.
Access property and owner data to build targeted lists and reach potential buyers. Filter leads by criteria like home condition, roof age, and ownership status. Export contact details including phone numbers and emails.
