Manage leads and projects in real time. Track sales pipelines and view commission details. Communicate with customers and schedule follow-ups. Access performance analytics and sales data on mobile devices. nd view reports for sales performance.
The app provides mobile access to a hosted CRM for sales and service professionals. Users can manage contacts, leads, deals, and activities directly from their iPhone, and access web information and dashboards.
Manage appointments and schedule tasks to improve workflow efficiency. Create customizable proposals with multiple options for clients. Track job progress and send invoices directly from the . Communicate with clients through built-in messaging.
