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.
Manage leads and prospects with on-the-go access to CRM features. Track communications, update customer information, and match buyers to vehicles. Sync with PBS v10 Dealer Management System for real-time data.
Find opportunities and track customer interactions
Track customer behavior patterns and receive alerts for opportunities. Log and analyze data. Generate reports and set retention targets. Sync with back-office systems for real-time updates. Manage leads and follow-up tasks directly from the device.
Create customized presentations to explain roofing processes. Include step-by-step visuals and product details. Share presentations with clients for informed decisions. Track progress and client interactions.
Create and send orders and quotes offline. Manage customer access to product catalogs for self-ordering. Track performance and streamline the ordering process for distributors, wholesalers, and manufacturers.
Manage customer and lead data on the go. Update client information, track activities, and sync with team members. Access CRM data anytime and ensure data security while working remotely.