Access company data from iPhone. View accounts, contacts, opportunities, activities, quotes, and marketing campaigns. Manage business information and track sales activities. Requires 6.1 server.
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.
Process loyalty transactions in real time. View and redeem marketing campaigns. Add and update member information. Manage campaign data and transaction history.
Manage influencer campaigns with project tracking and collaboration tools. Access exclusive ad opportunities and performance analytics. Monitor engagement metrics and optimize partnership strategies.
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.
