Manage business prospects with a centralized platform. Track interactions, share resources like audio, video, and PDFs. Connect via media, email, or text. Set up client libraries and manage communication directly from the .
Connect, track, and grow your business relationships
Manage business prospects with a centralized platform. Track interactions, share resources like audio, video, and PDFs, and distribute them via social media, email, or text. Set up follow-ups and monitor engagement metrics.
Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.
Track customer interactions by logging details like contact information, preferences, and notes. View performance metrics such as completed visits and sales.
Log customer interactions and notes directly from the field. Track sales progress and performance metrics. Manage leads and update customer information in real time. Generate optimized sales routes based on territory data and travel patterns.
Manage business contacts by creating, editing, and organizing contact entries. Share marketing materials such as videos and images directly. Collaborate with team members through shared tools and communicate via messaging features.
Create and customize cards with contact details, social media links, and attached documents. Share via SMS, email, or social media. Manage and organize contacts through a personal Prospect Center.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.