Track customer interactions, store contacts, and client details. Log follow-ups, message history, special dates, preferences, and product likes. Share notes across multiple sales associates and locations.
Book and track client appointments with easy scheduling and customer records. Send automatic text reminders via WhatsApp or SMS. Manage schedules from the or any browser. Customers can book appointments through the or online calendar.
Manage orders and update product catalogs. View customer details and access real-time performance metrics like revenue and conversion rates. Track daily and weekly trends. Monitor store visitors and order status.
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 leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
Create invoices and send estimates. Collect payments and schedule time. Manage team and log expenses. Send and receive text messages. Access a 24/7 portal and website. Automate tasks and streamline operations.
Manage leads and contacts from anywhere with real-time message review. Make and track calls using your business line. View account insights and optimize your account on the go.
Communicate with visitors through . Respond to messages in real time and stay available from anywhere. Manage conversations and enhance customer interactions directly from the .
Manage leads and track tasks within a centralized inbox. Communicate via in- calling and receive instant notifications for lead activity. Sync with desktop version for consistent organization and productivity.
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.
Answer questions, book appointments, qualify leads
Manage customer interactions by receiving push alerts for website activity and text messages. Qualify leads, send messages, and route directly from your phone. Book appointments and handle inquiries through web, Facebook, or text.