The app helps field sales and service professionals optimize routes, visualize customer data on a map, and generate new leads. It provides territory management and automated reporting for enhanced field activity.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
The app provides field sales CRM features for managing accounts, optimizing routes, and logging activity. It supports various field teams and integrates with other CRMs.
Manage customer support tickets with priority settings and status updates. View and respond to messages, assign tickets, and track resolution progress. Access customer history and conversation logs.
The app offers comprehensive sales pipeline management with real-time updates and notifications. Users can manage tasks, search universally, and utilize geolocation features for route planning, all from any device.
Manage business communication with a cloud telephony . Set up accounts and add team members with defined roles. Purchase and assign international phone numbers. Integrate with CRM for call logging and contact management.
Create and send professional invoices, estimates, and receipts. Track payments and customer details. Customize templates and set payment terms. Integrate with accounting software and sync across devices. Receive payments directly through the .
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 allows users to view data, reports, and dashboards from their Zoho Analytics account. Users can interact with reports, share them with others, and analyze data from various sources.
Access and interact with apps and shared applications. Use custom touch gestures for navigation. View and export reports in various formats. Access reports offline. Perform actions like data entry and form submission. Sync data across devices.
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.