Capture leads by scanning business cards with an AI-powered scanner. Create and share digital business cards. Take notes and tag leads. Automate follow-up campaigns. Sync with CRM systems like Salesforce or HubSpot.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Access property and owner data to build targeted lists and reach potential buyers. Filter leads by criteria like home condition, roof age, and ownership status. Export contact details including phone numbers and emails.
Book appointments, create proposals, send invoices
Manage customer appointments and job schedules with a dedicated calendar system. Create and send proposals and invoices. Store unlimited photos and project documents. Automatically notify customers and track tasks for window tinting businesses.
Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
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.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Manage customer interactions with task lists and communication tools. Track sales performance and team progress. Access resources for customer service and business management. Organize schedules and streamline administrative tasks.
Manage appointments and schedule staff-specific slots. Process payments and send automated text and email reminders. Allow 24/7 bookings via Instagram. Track client history and send appointment confirmations. Generate reports and manage inventory.