Create and send proposals with customizable templates. Schedule client meetings and manage calendars. Track tasks with checklists and set reminders. Access project data and contracts on the go. Collaborate with team members 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.
Manage real estate leads with real-time notifications. Track communication history and update lead status. Send messages and schedule appointments directly. Share property details and documents. Close deals by coordinating with agents and clients.
The app provides mobile access to a SalesNOW account for managing contacts, companies, leads, and deals. Users can create logs for calls and meetings, save outgoing emails, and update sales information in real-time.
The app allows exhibitors to scan QR codes on attendee badges to retrieve lead information. Exhibitors can view attendee details, add notes, and download all scanned leads from the expo website.
Manage leads with instant access to detailed information. Make and receive calls or SMS on the go. Monitor live calls and provide real-time guidance via whisper features. Track progress and close deals remotely.
Send text messages to customers for promotions, follow-ups, and event reminders. Schedule and automate messages. Track engagement and ensure compliance with messaging regulations. Manage contacts and view message delivery reports.