Manage customer relationships by tracking interactions, managing leads, and scheduling follow-ups. Create and send marketing campaigns. Monitor sales pipelines and analyze performance metrics in real time.
View business metrics and ratios to make data-driven decisions. Track efficiency and performance indicators. Receive suggestions for improving close ratios and labor efficiency based on trends and industry averages.
Schedule appointments, set reminders, and manage calendars. Create and edit events with time and location details. Sync across devices and receive notifications. Track tasks and deadlines. Organize meetings and share calendar invites.
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.
Manage team tasks and customer information. Review and edit service reports. Set up agreements and estimates. Track user schedules and access customer data. Share and update work orders in real time.
Clock in for work, apply for leave, access essential documents, manage team members, organize field trips, and communicate with peers. View schedules, submit time-off requests, and share files securely. Track attendance and collaborate on team tasks.
Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.