Access pipeline data and manage documents such as opportunities, quotes, orders, and invoices. View customer information, track performance, and update records in real time. Sync with SAP One to ensure up-to-date data.
Manage contacts and automate follow-ups through a centralized CRM system. Use an AI assistant for instant, multilingual responses. Schedule and send marketing emails with intelligent automation. Track leads and receive real-time updates.
Manage customer interactions with in- messaging and service requests. Track job status and update notes. Schedule appointments and send invoices. Access real-time data on job progress and customer history.