Manage roofing jobs with task tracking, estimate tracking, and customer information organization. Set automated workflows, customize dashboards, and integrate with suppliers for streamlined operations.
The app provides mobile access to CRM data, including customer information, activities, leads, tasks, and orders. It offers online and offline functionality, with features for order entry, sample management, and data analysis.
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.
Manage sales and business tasks on the go. Register new stores, receive notifications about orders, returns, and reviews. Respond to marketplace changes, track sales performance, and access account tools without a computer.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Capture leads using landing pages, surveys, and forms. Schedule appointments with an integrated calendar. Create custom websites and landing pages. Manage client interactions with contact tracking and activity logs.
Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Manage leads, tasks, and meetings on the go. Plan daily schedules, navigate to appointments, and automate repetitive sales tasks. Access data with limited connectivity.