Find opportunities and track customer interactions
Track customer behavior patterns and receive alerts for opportunities. Log and analyze data. Generate reports and set retention targets. Sync with back-office systems for real-time updates. Manage leads and follow-up tasks directly from the device.
by sales-i Inc★ 3.536 ratingsBusinessFreeData updated 2026-09-08
Create proposals directly from a phone. Add text, images, and pricing. Save and share documents via email or messaging apps. Track client contacts and project details. Integrate with calendar for scheduling meetings.
View and analyze restaurant sales, tickets, and profitability data. Track national promotions performance and speed of service metrics. Identify trends and opportunities to improve profitability. Access real-time data and historical reports.
Automate scheduling with task assignment and electronic task receipt. Track customer trends and analyze revenue vs service costs per account. Access real-time sales rep availability for urgent support.
The app provides a unified platform for sales, marketing, and customer service teams. It aims to enhance sales efficiency, boost marketing effectiveness, and deliver optimized customer service.
Create and submit solar surveys for residential projects. Upload site details, capture images, and generate reports. Share surveys with team members and track project status in real time.