Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
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.
Manage customer relationships with CRM tools. Automate sales processes with intelligent workflows. Configure sales steps and enable team performance. Generate reports and analytics. Integrate with external systems via API.
