Manage contacts with detailed notes and histories. Track tasks and activities with due dates and reminders. Monitor sales pipelines and update deals in real time. Sync data across devices and access reports for business insights.
The app optimizes field efficiency and effectiveness by processing customer orders instantly and reducing human errors. It integrates with various accounting systems and provides features like recurring order templates and product catalogs.
Manage sales processes by assigning closers to sets and tracking appointments and calendars. Merge proposal creation with CRM and proposal software for collaboration. Monitor rep activity and home disposition.
