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.
Manage supplier collaborations by tracking project updates, sharing documents, and scheduling meetings. Access real-time data and communicate with team members through integrated messaging. Set task reminders and monitor progress against deadlines.
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.
