Manage leads, create and send quotes, process payments, and track project timelines. Schedule appointments, monitor crew payments, and generate invoices. Customize workflows and set user permissions for team access.
Create personalized emails with templates. Upload contacts from Google Sheets. Manage lists and avoid CC/BCC. Send targeted messages to multiple recipients efficiently. Track status and edit content directly. Export contact lists for future use.
Create professional proposals with customizable templates. Define job scopes with detailed descriptions and timelines. Automate closing processes to streamline client onboarding and project confirmation.
