Plan daily routes by adding stops and optimizing order. Use turn-by-turn navigation for efficient travel. Visualize accounts on a map to plan territories and optimize multi-stop routes.
Manage and organize data across multiple databases. Create, edit, and view records in real-time. Collaborate with teams, set permissions, and sync data across devices. Access all databases from the web directly on mobile.
Manage client relationships with contact tracking, deal pipelines, and activity logs. Schedule follow-ups and send automated emails. Generate reports and forecast revenue. Integrate with calendar and email services.
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.
Track meetings in real time to provide targeted coaching. View meeting summaries instantly. Monitor revenue per rep and ensure consistent close rates. Receive action items to improve performance and support team success.
Manage email and SMS/Viber campaigns by creating and sending them from iPhone or iPad. Add and view subscriber lists, manually input emails, and track opens and clicks with detailed analytics.