Manage leads and sales pipeline by adding, updating, and moving opportunities. Track pipeline stages, assign leads, and organize campaigns. Integrate multiple CRM and conversational tools in one interface. Send calls and messages directly from the .
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.
Manage contacts with detailed notes and histories. Track tasks and activities with due dates and reminders. Monitor sales pipelines and update deals in real time. Sync data across devices and access reports for business insights.
Manage business expenses with discounted fuel, tires, and insurance. Access legal services and truck sales. Track tolls and manage online safety. Connect with accounting tools and cost-saving programs.
