Collect customer information with customizable forms that work offline. Create and manage -up for trade shows, retail locations, and conferences. Store and export lead data directly from the device.
Access client information, manage case details, and track communication. Log notes, set reminders, and share files securely. Sync data across devices and collaborate with team members in real time.
View lead source metrics and manage leads by creating new entries or reviewing conversation history. Receive push notifications for pending responses. Chat with customers via SMS and Facebook Messenger in real time.
Capture field service by adding new contacts and categorizing them as Cold, Warm, or Hot. Select service types like Pest or HVAC. Mark as qualified or unqualified. Sync data with the platform for real-time updates.
