Find opportunities and track customer interactions
Track customer behavior patterns and receive alerts for opportunities. Log and analyze data. Generate reports and set retention targets. Sync with back-office systems for real-time updates. Manage leads and follow-up tasks directly from the device.
Offer five pricing options for HVAC, plumbing, and electrical services during service calls. Guide customers through interactive steps to present repair choices. Track service summaries and manage projects.
Track event sales, inventory, and attendance in real time. View upcoming or past events, use event groups and bookmarks to organize data. Export and share performance . Access insights and check event details remotely.
Manage orders, customers, and product details including categories, images, and descriptions. Sync with Magento store. Access functions remotely from mobile device.
Manage event ticket inventory and pricing, view sales and event status. Search and update customer records, process refunds, and resend tickets. ttendance reports. Update account details and reset passwords.
