Manage bookings and schedules, track customer information, and log service records with photos. Process payments via POS, gift vouchers, and credit card readers.
Create and share custom sales presentations with real-time insights. Access and distribute relevant materials to authorized users. Track sales interactions and customer engagement metrics.
Refer clients for home security services and earn a referral bounty. Select a rep or territory, get assigned a representative, and track referrals in real time. Access payment details and manage referrals directly from your mobile device.
The app offers a cloud-based platform for managing sales leads and customer relationships. It provides contact management and CRM features in one customizable tool.
