Manage customer interactions with in- messaging and service requests. Track job status and update notes. Schedule appointments and send invoices. Access real-time data on job progress and customer history.
Manage donor relationships with CRM tools. Track fundraising campaigns and donations. Organize events and memberships. Process payments for events and memberships. Send email campaigns and manage social media. Conduct surveys to gather feedback.
Manage prospects through the sales life cycle with a dynamic pipeline to visualize stages, interest levels, and last communication. Forecast sales for 30-60-90 day periods. Configure dashboards for productivity and occupancy insights.
