Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
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.
Track sales pipelines and manage leads with automated follow-ups. Monitor performance through customizable reports. Forecast sales by day, week, and month. Centralize customer data and communication.
The app organizes emails from customers or deals together. It tracks status, notes, and details for each customer, allowing users to find deals needing attention with pipeline filters.
