Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
Create and manage orders with digital sketches, text, and annotations. Submit requests directly from the job site. Sync orders with web accounts for real-time updates. Track order status and communicate with team members.
The app allows clients and team members to review goals, enter metrics, and complete assigned tasks. Coaches and sales managers can assign goals and coaching programs through the web portal.
