Manage client and policy information with snapshots and task lists. View recent activity and set reminders. Access quick quotes in 10 seconds. Use single sign-on for secure login. Work remotely with integrated quote tools and policy status updates.
Manage locations, track sales, and streamline operations
Monitor business performance remotely with customizable reports. Manage multiple locations from a single dashboard. Track inventory and sales data. Generate insights to improve customer engagement and operational efficiency.
Manage sales with real-time transaction processing and inventory tracking. Process payments via multiple methods. Generate receipts and track sales reports. Integrate with back-office systems for inventory and employee management.
Track leads, manage territories, and streamline sales
Track and manage waste management leads with customizable lead scoring and follow-up reminders. Assign and monitor territories with route planning and customer assignment tools.
Plan and manage training sessions with live coaching and interactive content. Track progress, access learning materials, and connect with peers in a community-driven environment.
Create live webinars with HD streaming in under 60 seconds. Schedule automated webinars with pre-recorded content. Integrate with email systems for follow-ups. Track attendee engagement and manage learning materials.
Files between local , network drives, iCloud, and external storage. Perform bidirectional or one-way with optional mirror backup. Preview files and adjust operations before syncing. Manage multiple folder pairs with in- purchases.
Process sales, manage staff, track deliveries, organize
Manage sales across online and in-store platforms. Handle deliveries and staff scheduling. Track inventory and expenses. Generate reports and invoices. Integrate with payment gateways and accounting tools.