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.
by D2D CRM, L.L.C.★ 4.36 ratingsProductivityFreeData updated 2026-09-06
The app automates sales order processing and includes an integrated CRM tool. It allows for remote sales, quotes, and customer creation, with management visibility into processed orders.
Track work hours with clock in/out functionality and GPS-based location data. Monitor breaks and manage schedules. Access tools for task assignment, project tracking, and team communication. Generate reports and set reminders for deadlines.
Capture high-resolution fingerprints using a Bluetooth scanner. Create decedent records and securely upload fingerprints to a CRM system. Streamline record-keeping for funeral homes and cremation centers.
Manage business operations with real-time inventory, customer, and order queries. Access corporate chat for communication. Store and organize digital files. Track prospects and opportunities using CRM tools.