Manage wholesale orders and track inventory in real time. Create and send quotes, process payments, and view sales reports. Sync with accounting software and access customer data on the go.
View and customize caskets and urns with design tools. Create selection rooms for product displays. Place and manage orders directly. Access customer login for account management.
Manage leads, prospects, and deals with real-time updates on notes, statuses, and deals. Add tasks, tag teammates, and map local contacts for sales visits. Create quotes directly from the and voice dictate notes to update statuses.
Access work order details and place orders instantly. Track real-time status updates. Update job and contact information directly. View associate availability and submit requests without phone calls.
Order instantly, sync with backoffice, sign orders
Place orders with a product catalog featuring images. Capture customer signatures for order confirmation. Sync orders instantly with back-office systems like QuickBooks and SAP. Enable 24/7 business access.
Manage sales tasks with real-time data sync and customer information access. Log customer details and scan driver’s licenses to submit deals. Access recent conversations, leads, and respond promptly.
Track expenses and identify tax deductions to increase earnings. Automate quote follow-ups and manage payments to close more jobs. Collect tips and fees, sell add-ons, and offer recurring services.