Capture field service by adding new contacts and categorizing them as Cold, Warm, or Hot. Select service types like Pest or HVAC. Mark as qualified or unqualified. Sync data with the platform for real-time updates.
by Evolve, LLC★ 5.01 ratingsBusinessFreeData updated 2026-09-06
Track lead interactions and manage contacts with AI-powered insights. Use machine learning for lead scoring and assess propensity to transact. Sign documents in- and engage in AI chat for real-time communication.
Access real-time sales metrics including total merchants, portfolio processing volume, and upcoming appointments. View detailed payroll reports and residual history. Manage appointments and track performance data directly from the field.
Capture attendee information by scanning badges. Add notes to each for detailed tracking. Qualify leads using custom criteria to prioritize follow-ups.
Capture leads by entering registrant IDs and first letters of last names. View and manage lead data. Sync with event databases for real-time updates. Export lead information for follow-up.
Capture leads by recording notes, photos, and contacts during interactions. Engage customers through in- messaging and scheduling follow-ups. Sync data across devices and access reports for performance tracking.
Companion allows admins to route qualified leads to team members instantly. Sales reps can view conversation context, resume discussions, and continue interactions.
Capture attendee information by scanning badges or entering IDs. Add notes, follow-up tasks, and answers to questions. Export leads to preferred management software. Use multiple devices for the same event. No internet needed after setup.