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.
Capture leads by entering registrant IDs and first letters of last names. View and manage lead data. Sync with event databases for real-time updates. Export lead information for follow-up.
Manage business operations with real-time access to customer data, sales, financing, and installation details. Track employee locations using GPS for historical playback and mileage calculation. Monitor job site arrivals and departures.
Manage leads, send messages, book appointments, track
Manage leads with centralized communication across channels like SMS, WhatsApp, and Instagram DM. Schedule appointments, track reviews, and use a business phone number integrated with team inbox for streamlined collaboration.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Monitor call activity and track key metrics. Send and receive text messages using a chosen tracking number. Make and manage calls directly within the . Add tags, values, and notes to leads. Organize contacts and view call logs.
The app provides mobile management for sales and service leads. Users receive push notifications for new leads and can respond via email, phone calls, or status changes.
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.