Manage leads with instant access to detailed information. Make and receive calls or SMS on the go. Monitor live calls and provide real-time guidance via whisper features. Track progress and close deals remotely.
The app provides access to major CRM modules, including contact management and calendar functions. It allows users to search for items, view maps of contacts, and place calls directly from the application.
Access real-time sales metrics including total merchants, portfolio processing volume, and upcoming appointments. View detailed payroll reports and residual history. Manage appointments and track performance data directly from the field.
Manage leads with automated follow-ups via WhatsApp, text, and phone calls. Track interactions, set reminders, and monitor team activity in real time. Export data and generate reports. Integrate with Meta Business tools for messaging and analytics.
Access and customer messages from iPhone or iPad. View all interactions in one place. Reply to messages, categorize contacts, and manage customer inquiries directly within the .
Track and measure roof dimensions using a sketch tool and positioning features. Preview roofs on maps or import images/blueprints. Save measurements and label lines. Take and save photos for documentation.
Track weekly income by recording and calculating pay. Set base and overtime rates per day or week. Add tips for each workday. Choose start day of week and track night shifts. Data auto-saves weekly and can be easily loaded.
Access business updates and manage contacts on the go. View key metrics, receive notifications, and update customer information. Sync data across devices and track business performance in real time.