The app connects to the LeadPerfection CRM database for sales representatives. Users can view upcoming appointments, enter appointment results, and view personal sales statistics.
MIAORA COST CONTROL & RISK MANAGEMENT SERVICES L.L.C S.O.C
Manage clients, schedule tasks, and generate invoices
Manage business tasks with AI-powered CRM and invoice generation. Chat with clients, schedule appointments, and create invoices. Track time, manage jobs, and generate reports. Sync with calendars and send reminders.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Manage service tickets and track progress from request to resolution. Create and share feedback forms. Receive real-time updates and notifications. Integrate with customer accounts for seamless service history access.
Track order history for 7 days. Access real-time customer info and order details. Use Google Maps, Apple Maps, Waze, or We Go for navigation. Receive detailed task information and metrics. Communicate with customers or dispatchers via text or calls.
Manage salon operations with appointment scheduling, employee payroll tracking, and revenue monitoring. Track technician sales, tips, and appointments. Allow customer account management and owner oversight.
Create and send invoices, receipts, estimates, purchase orders, and payment requests. Track expenses and link them to receipts and invoices. Manage payments received and associate them with documents.