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
Create proposals for projects, businesses, or startups with customizable templates. Input project details to generate content. Format proposals in various styles. Add logos and branding elements. Export as PDF or Word documents.
Record video presentations by syncing voice narration with slide pages. Import slides, tap record, and flip through pages while speaking. Export videos for sales, training, or remote collaboration.
Manage customer relationships with contact tracking, sales pipeline monitoring, and deal management. Create and send quotes, invoices, and contracts. Set reminders for follow-ups and appointments. Integrate with email and calendar.
Manage jobs from lead to payment with task tracking, invoicing, and payment processing. Schedule technicians and view real-time job status. Access customer history and send quotes or estimates.
Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.
Manage tasks by assigning them to contacts via WhatsApp or message. Recipients receive a task link and can complete actions, with notifications sent to the assigner. Track task progress and receive updates in real time.
The app allows clients and team members to review goals, enter metrics, and complete assigned tasks. Coaches and sales managers can assign goals and coaching programs through the web portal.
Create and manage bids with building type selection and cleaning frequency input. Generate professional proposals and suggested prices. Schedule inspections and maintain checklists. Track time and expenses. nd send invoices.
Track leads, manage territories, and streamline sales
Track and manage waste management leads with customizable lead scoring and follow-up reminders. Assign and monitor territories with route planning and customer assignment tools.
Capture and convert customers with tools for lead generation, email marketing, and customer relationship management. Track sales pipelines, automate follow-ups, and analyze performance metrics.
Manage restoration projects with task tracking, client communication, and job scheduling. Monitor progress through customizable reports. Streamline sales and marketing with CRM tools. Coordinate team activities and maintain project timelines.