Log calls and tasks, add and manage contacts, set follow-ups, and update deals. Track leads and manage CRM data directly from a mobile device. Keep records organized and accessible on the go.
Access and manage contacts, leads, organizations, quotes, events, and opportunities. Import contacts from address book. Send calls, SMS, and emails to contacts. Sync data with CRM via web address. View and create records remotely.
Create quotes quickly with customizable templates. Route quotes for internal approvals based on set rules. Automatically send approved quotes to customers. Sync jobs with dispatching systems.
The app offers comprehensive sales pipeline management with real-time updates and notifications. Users can manage tasks, search universally, and utilize geolocation features for route planning, all from any device.
The app provides mobile access to Baseplan Enterprise CRM data. Users can create, view, and edit information in real time from their SQL Server database.
Manage business operations with real-time access to customer data, sales, financing, and installation details. Track employee locations using GPS for historical playback and mileage calculation. Monitor job site arrivals and departures.