Manage leads, prospects, and deals with real-time updates on notes, statuses, and deals. Add tasks, tag teammates, and map local contacts for sales visits. Create quotes directly from the and voice dictate notes to update statuses.
Manage sales processes with automated emails and text messages. Schedule and receive appointment reminders. Track lead history and update customer notes.
View business stats, track tasks, manage pipelines
Monitor business statistics and track pipeline performance. View current and past due tasks and mark them as complete. Receive notifications for new messages and communicate via SMS or email. Manage opportunity cards across pipelines.