Manage customer data by searching and adding contacts. Scan driver's licenses or VINs for quick lookups. Find inventory and send follow-up texts or videos. Complete daily tasks offline and access CRM features on the go.
Accept credit or debit cards via tap, dip, or type to deposit funds into a account. Supports all card readers, including iPhone Tap to Pay. Automatically import recurring products for subscription management.
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Activate radios, access portal, order materials, learn
Activate radios for pre-owned vehicles and access the portal. Order point-of-sale materials and enroll in the e-Learning Course for additional incentives. Manage customer interactions and track vehicle setups.
Manage customer interactions by integrating calls, texts, and contact information. Create shared inboxes, add internal notes, and use a mini CRM to track conversations and provide team members with context.
Monitor solar system performance with real-time energy production tracking. View system data in a centralized dashboard. Access support resources and troubleshooting guides. Submit service requests and receive updates on support status.
Order wine, manage reservations, track loyalty points
Manage reservations, track loyalty points, and handle club memberships. Process payments with multiple options. Sync customer data with CRM. Handle subscriptions and manage tasting room operations.
Manage customer interactions through a personal inbox. Integrate with CRM to organize contact lists. Respond to messages via SMS, WhatsApp, or Voice. Continue conversations across communication channels.
Buy, sell, and rent items across multiple categories. Browse listings, contact sellers, and complete transactions. Access customer support for assistance at any time.
Receive and complete jobs on the road with real-time task notifications and job details. Accept or reject assignments instantly. Capture customer signatures and photos linked to job locations.