Assign tasks, track appointments, merge proposals
Manage sales processes by assigning closers to sets and tracking appointments and calendars. Merge proposal creation with CRM and proposal software for collaboration. Monitor rep activity and home disposition.
Showing 1–20 of 1,000 ranked alternatives.
Wiz Powered Inc
Book appointments, create proposals, send invoices
Manage customer appointments and job schedules with a dedicated calendar system. Create and send proposals and invoices. Store unlimited photos and project documents. Automatically notify customers and track tasks for window tinting businesses.
Emln Okic
Track visits, notes, and follow-ups on
Track leads with contact details, notes, and follow-up reminders. Log calls and appointments. Set task deadlines and sync data across devices. View sales progress and manage customer interactions directly from the field.
Ryve, LLC
Request a demo to see enterprise features
Track leads with detailed profiles, manage attachments and comments, and customize sales conversion settings. View map-based knock records with colored pins, create leads from the map, and access individualized lead lists.
Imogen Technologies LLC
Quote proposals, sign docs, build systems
Create HVAC sales proposals with quote generation and DocuSign integration. Build AHRI-rated systems for unitary and ductless applications. Perform load calculations for efficiency and rebate compliance.
Sales Rabbit, Inc.
Manage sales tasks and track progress
Manage sales activities with task tracking, contact management, and pipeline monitoring. Schedule appointments, log calls, and generate reports. Access real-time data and collaborate with team members through shared dashboards.
JobNimbus, LLC
Manage jobs, track time, and send invoices
Manage leads with automated tracking and performance analytics. Schedule appointments and send reminders. Track project timelines and budgets. Communicate with clients and team members through integrated messaging.
Marvin Lumber and Cedar Company
Configure products, build quotes, display designs
Capture customer specifications to configure manufacturable products with accurate pricing. Generate quote comparisons with different options and financing offers. Create proposal and contract documents for customers.
Orcatec LLC
Generate proposals on the go
Create and send field proposals with customizable templates. Process credit card payments securely. Place equipment orders directly from the . View and manage daily schedules. Track employee work hours and time off.
WattLogic, LLC
Capture audit data offline
Conduct lighting audits electronically. Capture and catalog data offline. Sync audit information with EnerX's lighting proposal tool. Export audit data for further analysis. Prepare for upcoming EV audits.
ServiceChannel
Create, search, and edit work orders
Create, search, and edit work orders with tracking numbers, work order numbers, purchase order numbers, or location keywords. Reassign work orders and filter by status. Edit details like status, priority, and schedule.
Nutshell, Inc.
Sales teams win more deals anywhere.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Cloud Solutions Global FZCO
Plan projects, track sales, chat with team
Manage projects and tasks with team collaboration features. Track leads and contacts through a mobile CRM. Communicate via instant messaging, group channels, and push notifications.
monday.com Ltd.
Manage tasks, track progress, and collaborate
Manage tasks and projects with customizable boards, drag-and-drop scheduling, and team collaboration. Assign tasks, set deadlines, and track progress. Integrate with calendars and email. Share files and comment on updates in real time.
SUNSHIP, LLC
Track doors knocked, submit leads, monitor commissions,
Sales reps can view assigned territories on satellite maps, log door knocks with GPS, submit leads instantly, track performance stats, monitor commissions and closed deals, and check team activity in real time.
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