Manage client communications with bulk text messaging for personalized outreach. Create and manage Scope of Appointment documents. Track appointments and client interactions. Access policy information and submission tools.
Manage sales with offline and online POS ticket entry. Sync inventory and orders in real time with CounterPoint SQL. Track items with barcode scanning. Enter and manage orders with delivery and ship-to options. Perform pick verification.
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.
