View current rank, manage leads, track sales performance, and access financial reports. Create and update customer profiles, set up appointments, and receive real-time notifications. Sync data across devices and generate custom reports for analysis.
Track leads with detailed profiles, manage attachments and comments, and customize sales conversion settings. View map-based knock records with colored pins, create leads from the map, and access individualized lead lists.
Manage bookings and schedules, track customer information, and log service records with photos. Process payments via POS, gift vouchers, and credit card readers.
Approve requests, submit purchase orders, and comment on decisions. Set multi-tiered approval workflows. Integrate with Xero and QuickBooks Online for spend and revenue management. Track approvals and manage workflows remotely.
