Manage contacts, track deals, and automate workflows
Manage client relationships with contact tracking, deal management, and task organization. Send SMS, email, and ringless voicemail messages. Monitor brand reputation and set up communication schedules.
Manage job postings, track work orders, and oversee workers' tasks remotely. Approve or reject work items. View time sheets and expense sheets. Access the My Workers Dashboard to monitor pending activities and ensure timely approvals.
Send crop information directly to agents. Input and submit policy details. Access personalized client-specific data. View policy status and updates. Communicate with agents through in- messaging. Manage claims and documentation.
Manage leads, contracts, and work orders. Schedule jobs and create invoices. Track customers, vendors, and employees. Log items, equipment, and images. Generate routes and work maps for crews. Share and update information across teams.
Manage projects with visual floor plans and scope item markers. Track selections for client approvals. Calculate and adjust project fees including markup and profit. Monitor open decisions and team progress.
Orders and bookings with real-time updates. Accept payments from customers. Communicate via instant messaging. Track appointments and schedules. View business analytics and performance metrics. Sync data across devices.