Track deals from initial contact to final sale with deal tracking features. Manage customer interactions through lead tools. Organize contacts, notes, and communication history. Generate reports and analyze sales data.
Manage customer relations, view transactions, and access sales metrics. Access point of sale remotely. Track business performance and update data from anywhere.
Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.
Sales staff can offer and price device financing directly in the customer's office. Instant pricing quotes are provided. Approvals can be completed in 30 seconds or up to 24 hours. Automated documentation is delivered.
Manage sales processes with automated emails and text messages. Schedule and receive appointment reminders. Track lead history and update customer notes.
View, create, and manage appointments and activities with customers. Access calendar data in day, week, and agenda views. Collaborate with team members, communicate with business contacts, and access data for informed decision-making.
Manage customer relationships with contact tracking, activity logging, and sales pipelines. Create and manage projects with task assignments, deadlines, and progress tracking. Monitor employee performance with time logs and performance metrics.
Manage leads and customers with detailed tracking and organization. Create multi-stop driving routes for efficient navigation. Access customer data for informed decision-making. Log notes and check-ins to improve customer service.
Manage sales opportunities and daily work plans remotely. Add and update customer profiles. Respond to sales leads anytime. Search inventory and track dealership activities through a interface.
Manage customer data, sales performance, and account plans in one place. Input and organize information, track metrics, and analyze performance. Customize the platform to fit specific business needs and goals.