Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.
Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills to existing payees, cancel scheduled payments, and view payment history.
Manage field operations with real-time crew and site tracking. Check in crew and visitors for safety. Share project data and files. Track tools and equipment. View project maps and submit awards. Coordinate tasks and communicate across teams.
