The app provides mobile access to a SalesNOW account for managing contacts, companies, leads, and deals. Users can create logs for calls and meetings, save outgoing emails, and update sales information in real-time.
Create unlimited estimates and invoices. Track jobs with detailed logs and schedules. Manage payments and expenses. Collaborate with team members and clients. Generate reports and export data. Sync projects across devices.
The app provides tools for managing field-based workers, including creating quotes, assigning job sheets, and generating invoices. It allows for tracking staff progress, attaching photos and signatures to jobs, and sending invoice reminders.
Track expenses and identify tax deductions to increase earnings. Automate quote follow-ups and manage payments to close more jobs. Collect tips and fees, sell add-ons, and offer recurring services.
The app allows a sales force to capture customer quotes and orders in the field on an iPad. It supports inventory availability, price checking, and account credit checking, enabling real-time customer service.
The app captures and qualifies trade show leads from a smartphone. It offers custom follow-up action lists and surveying capabilities, with options for group or individual sales team management.
Manage calls, quotes, and jobs through a mobile dashboard. Track leads, send invoices, and monitor reviews. Stay connected with customers and grow your business reputation from your phone.