Manage and customers with contact details, notes, tasks, labels, and reminders. Capture customer information on the go. Send price quotes and track interactions. Sync with People Insights for lead details. Set reminders and organize tasks.
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.
Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.
Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
Manage customer interactions by tracking leads, updating contact information, and organizing pipelines. Set follow-up reminders, log call and email details, and generate reports. Integrate with calendar and email for scheduling and communication.
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.