Manage sales processes with automated emails and text messages. Schedule and receive appointment reminders. Track lead history and update customer notes.
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 .
Manage appointments and schedule tasks to improve workflow efficiency. Create customizable proposals with multiple options for clients. Track job progress and send invoices directly from the . Communicate with clients through built-in messaging.