Sales reps and Cat Dealers access non-confidential marketing materials via CWS login. Email and track materials within the . Dealers can integrate their own content by registering with Modus.
Manage customer interactions through live chat, Facebook, email, and voice calls. Track website conversions with proactive invitations. Organize communications in one Agent . Send and receive messages across multiple channels.
Place orders anytime with item images and reorder options. Pay with one-click payment or auto pay. Search items by keyword and send price inquiries. View order and payment history. Receive order reminders and updated product information.
Manage clients, view schedules, and handle appointment requests. Send and receive two-way text messages. Sync with practice management system and portal. Access business data from smartphone.
Manage field operations by scheduling tasks, tracking equipment, and monitoring service provider performance. Share real-time updates, access project timelines, and generate reports.
Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.
Track meetings in real time to provide targeted coaching. View meeting summaries instantly. Monitor revenue per rep and ensure consistent close rates. Receive action items to improve performance and support team success.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Companion allows admins to route qualified leads to team members instantly. Sales reps can view conversation context, resume discussions, and continue interactions.