Manage tasks and projects with customizable workflows. Assign and track deadlines. Collaborate in real-time with team members. Access analytics for performance insights. Integrate with email and calendar systems.
Scan IDs to check in customers instantly and flag underage, expired, or suspicious IDs. Create and manage customer profiles, upload documents, and manage the POS queue.
Create and send invoices, estimates, and . Process payments securely. Manage product inventory. Build and track GPS routes. Set territories. Integrate with Quickbooks, SAP, Freshbooks, Excel, and Xero.
Manage customer contacts, track call notes, and view history. Log sales activities, generate reports, and access real-time data. Sync with team members and receive alerts for important updates.
Connects to RedTwine cloud accounts for secure document sharing. Users access sales and service materials instantly. Field teams receive updated collateral without physical binders. Content is searchable and can be emailed to clients.