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.
Create and share professional sales . Track engagement metrics and measure effectiveness. Collaborate in real-time and access templates for consistent content delivery.
Create and manage roofing project proposals with product visuals and specifications. Share proposals with clients and track project status. Connect with distributors and designers for product sourcing and collaboration.
Create roof measurements using satellite, aerial, drone, or blueprint images. Generate digital pitchbooks with auto pitch detection. Organize property photos by project. Manage customer contacts and tasks. Access digital manufacturer catalogs.
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Access real estate data to search residential and commercial properties. View detailed reports and market analytics. Generate custom reports and share them directly. Track property listings and manage client inquiries.
Sync calendar, automate sales, send messages, track
Manage leads and sales pipelines with automation tools. Sync Google calendar, generate reports, send and receive calls and texts. Set up sales processes and track progress.
Update opportunities with real-time data entry and quick edits. Track deal progress and manage pipelines on the go. Set reminders and receive alerts for key milestones. Collaborate with teams through in- messaging and file sharing.
Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.
Scan spaces, measure accurately, close sales faster
Create digital by scanning spaces. Invite homeowners to scan their own areas. Measure rooms accurately without manual tools. Share instantly for estimates and design reviews.