Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Manage client relationships with integrated CRM tools. Track leads and automate workflows. Schedule appointments and send SMS or email messages. Monitor performance metrics and centralize team communication.
Create roof measurements using satellite, aerial, drone, or blueprint images. Generate digital pitchbooks with auto pitch detection. Organize property photos by project. Manage customer contacts and tasks. Access digital manufacturer catalogs.
Manage leads and customer relationships with real-time auto lead tracking, CRM tools for communication and data management, and AI-driven automation for sales tasks.
