Send texts to groups or individuals with mass SMS/MMS campaigns or two-way messaging. Add images from camera roll and track reply rates and analytics. Initiate threaded conversations with contacts.
Manage leads, track sales pipeline, and oversee business operations. View customer interactions, schedule appointments, and send reminders. Generate reports and sync data across devices.
Create tasks and manage projects with customizable workflows. Track business processes and organize data in a visual interface. Handle documents, spreadsheets, and databases within a single platform.
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.
Customer relationship management for organizations.
The app provides a customer relationship management solution for organizations. It offers a single view of customers and automates sales processes from lead qualification to promotional campaigns.
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.