Review sales performance with key metrics and detailed reports. Track customer health and account activity. Manage opportunities and monitor growth. Set reminders and access real-time data. Export reports and share insights.
by Motion Industries, Inc.★ 5.09 ratingsBusinessFreeData updated 2026-09-06
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.
Create and manage invoices, quotes, and sales orders. Track payments and send reminders. Generate reports on unpaid invoices and sales. Email, print, or fax documents directly. Send client statements and recurring invoices.
Manage contacts, share assets, and communicate securely
Manage customer and prospect data in a centralized location. Track and store information. Share product details and media assets to promote sales. Communicate with team and customers. Customize the 's appearance and content.
Manage locations, track sales, and streamline operations
Monitor business performance remotely with customizable reports. Manage multiple locations from a single dashboard. Track inventory and sales data. Generate insights to improve customer engagement and operational efficiency.
Manage customer relationships by capturing and organizing contact information. Log sales activities and track progress through the sales funnel. Set reminders for follow-ups and generate reports on performance.
Manage customer data, sales performance, and account plans in one place. Input and organize information, track metrics, and analyze performance. Customize the platform to fit specific business needs and goals.
Manage customer interactions with built-in communication tools. Create and send professional estimates and invoices with customizable pricing. Track project progress and manage client approvals digitally.
Track sales metrics and generate live reports with hourly data and breakdowns. Switch between locations for real-time performance updates. Access 24/7 customer support and manage multi-location operations from a single interface.
The app provides access to SMP information for users. It allows management of customer and contact details, review of sales history, and logging of activities.