Manage sales tasks with real-time data sync and customer information access. Log customer details and scan driver’s licenses to submit deals. Access recent conversations, leads, and respond promptly.
Manage branches, contacts, and team members from a single interface. Track client and prospect records, schedule appointments, and set reminders. Handle multiple insurance policies and types. Access login details from SMD.
Access and view secure documents offline or online. Annotate and share comments with teams. Sync board books, training materials, and sales brochures. Manage access to and stay updated on sales activities.
Perform electronic walk-around inspections to document vehicle conditions. View and manage appointment details including service history and customer information.
View real-time cash bids from Renewables. Create and manage cash sale offers anytime. Track price changes in futures markets. Monitor offers and receive updates on bid changes. Submit sales directly to preferred locations.
Manage business contacts with a centralized database. Schedule and send email campaigns. Track campaign performance metrics. Integrate with social media platforms. Export reports and analytics. Collaborate with team members in real-time.
Track sales and manage reports in real-time. View detailed transaction data and generate reports. Monitor inventory levels and adjust pricing. Process payments and manage customer orders. Access business analytics and sync data across devices.