Manage leads by updating status, taking notes, sending emails, capturing quotes, or selling policies directly. Track sales and daily goals with real-time notifications. Organize tasks and access all features remotely from any location.
Track sales opportunities and validate leads. Manage territories and organize in-field activities with gamification features. Monitor team performance through leaderboards and manage team members.
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.
Track and measure roof dimensions using a sketch tool and positioning features. Preview roofs on maps or import images/blueprints. Save measurements and label lines. Take and save photos for documentation.
Manage tasks, predict insights, and engage customers
Manage tasks with AI-powered automation and virtual assistance. Handle inquiries through conversational AI. Receive predictive insights for better decision-making. Automate workflows to reduce manual effort.
View messages from customers and leads. Respond in real-time using your business ID. Check messages anytime, anywhere. Stay updated on leads and customer interactions. Manage communications on-the-go.