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.
Create professional invoices with automated numbering and track their status. Generate PDFs with payment links for instant email delivery. Manage job quotes and send invoices directly from the . Simplify billing and payment processes for businesses.
Accept work orders, assign and schedule jobs, track progress. Manage quotes and invoices. Dispatch teams and monitor work order status. Update job details and communicate with clients in real time. Sync with accounting systems and access reports.
Track key performance indicators across all branches and users in one interface. Set custom metrics and receive real-time updates. Export data for reporting and analysis. Create and manage user roles with access permissions.
Track sales performance with call logging and lead updates. Sync mobile and desktop apps to a central CRM. Set task reminders and upload notes or files. Capture photos and manage follow-ups while on the go.
The app provides mobile management for sales and service leads. Users receive push notifications for new leads and can respond via email, phone calls, or status changes.
Manage dealership leads by registering new prospects and identifying existing customers. Create leads in the showroom, follow up with prospects, and receive alerts on new leads. Track customer visits and manage follow-up actions.
Access sales leads and prospect data anytime. Search ’s fleet and owner-operator database to identify target opportunities. Plan sales calls and track insights for Sales, Parts & Service, and OEM roles.
Price jobs quickly and present clear pricing to homeowners. Pre-close deals with digital contracts and sign agreements directly within the . Streamline the sales process for one-call close teams.
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.