Manage client interactions with contact tracking and communication tools. Schedule appointments and send notifications. Monitor listings with detailed property information. Track sales progress and generate reports.
Servicing and customer management application for field access.
The app provides field access to scheduled appointments and customer information for ServSuite software users. It allows for signature capture, email notifications, and payment collection.
Track company and contact history. Dictate meeting notes. Create and manage follow-up tasks. Update opportunities and quotations. Streamline project management. Organize to-do lists. Access data via web or mobile.
Track deals from initial contact to final sale with deal tracking features. Manage customer interactions through lead tools. Organize contacts, notes, and communication history. Generate reports and analyze sales data.
View daily schedules and customer details. Access property information including site specifics and work history. Track time and materials spent on jobs. Capture payments and send visit details to the . Log progress and manage tasks.
Schedule posts across multiple accounts including Twitter, Facebook, LinkedIn, YouTube, and Google My Business. Manage calendars and curate content sources. Access marketing tools from desktop.
The app provides field access to scheduled appointments and customer information for ServSuite software users. It allows for signature capture, email notifications, work order and invoice distribution, and payment collection.
Manage open house events with visitor sign-in tracking and automated follow-ups. Store and organize contacts with customizable forms. Use the Turnout Predictor to estimate attendance and improve lead capture.