Manage customer relationships with CRM tools. Create and send estimates and invoices. Schedule appointments and manage pre-inspection checklists. Track sales performance and update client information.
by QuoteIQ LLC★ 4.72,830 ratingsBusinessFreeData updated 2026-09-06
Manage sales and distribution tasks including order creation, delivery tracking, invoicing, returns, and cash collection. Schedule salesperson routes and manage inventory with stock-taking, adjustments, transfers, and damage records.
Record inspection, audit, or test data offline. Capture and organize photos and notes into preconfigured templates. Sync data to the cloud for project managers to review and verify completeness.
Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
