Manage projects and tasks with team collaboration features. Track leads and contacts through a mobile CRM. Communicate via instant messaging, group channels, and push notifications.
Manage locations, track sales, and streamline operations
Monitor business performance remotely with customizable reports. Manage multiple locations from a single dashboard. Track inventory and sales data. Generate insights to improve customer engagement and operational efficiency.
Access product details, images, and videos. Upload custom photos for a digital portfolio. View client accounts and order history. Import measurements using a Leica DISTO™ device. Browse all products and configuration options.
Manage leads by updating status, taking notes, sending emails, capturing quotes, or selling policies directly. Track sales and daily goals with real-time notifications. Organize tasks and access all features remotely from any location.
Log customer interactions with notes, photos, and follow-up reminders. Track progress and performance metrics. Manage schedules and optimize routes using territory maps and traffic data. Export reports and sync data across devices.
Create quotes quickly with customizable templates. Route quotes for internal approvals based on set rules. Automatically send approved quotes to customers. Sync jobs with dispatching systems.
View sales data, transactions, and product funnel revenue in real time. Sort by date or transaction type. Receive notifications for new sales. Track autoresponder opens, clicks, and form submissions. Monitor website analytics and conversions.
Track deals from initial contact to final sale with deal tracking features. Manage customer interactions through lead tools. Organize contacts, notes, and communication history. Generate reports and analyze sales data.