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.
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.
Manage workflows with automation tasks. Receive email notifications, log work hours to spreadsheets, and download attachments to cloud storage. Track sales leads, connect to CRM, and get updates on work items.
Manage contacts with unlimited entries and custom fields. Track phone calls and text messages. Use email and marketing automation tools. Build sales funnels and monitor analytics. Sync with web for on-the-go patient pipeline management.
Get a local phone number for business use and a unified to manage customer communication. Set up a custom voicemail greeting. Keep personal number private during calls and texts. Separate business and personal .
Manage contacts, track campaign performance, and monitor sales metrics on the go. Create and send email campaigns, schedule posts, and access analytics. Edit campaign details and adjust settings directly from the mobile interface.