Manage customer interactions with live for support. Handle inquiries, assign conversations, and track response times. Integrate with chatbots for automated responses. View conversation history and analytics.
Manage customer relationships with CRM features, track service routes, generate invoices, set reminders, and communicate via built-in tools. Log service calls and monitor business performance.
Access CRM data including companies, contacts, activities, documents, projects, sales, and requests. Schedule or reschedule meetings. Communicate with colleagues and save new information. View sales dashboards and update pipeline data.
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.
Access customer data and track pending applications
Access customer and policy details securely. Follow up on pending applications remotely. View and update application statuses. Share documents and communicate with team members. Manage tasks and track progress.