Manage customer and lead data on the go. Update client information, track activities, and sync with team members. Access CRM data anytime and ensure data security while working remotely.
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.
Scan business cards to add leads quickly. Track sales progress and set follow-up reminders. Manage leads, plan outreach, and streamline prospecting tasks. Export data and sync with email for seamless lead management.
Create and submit solar surveys for residential projects. Upload site details, capture images, and generate reports. Share surveys with team members and track project status in real time.
