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.
Manage sales and inventory offline with invoicing and billing features. Track client routes with maps on iPad. Access multiple warehouses and set discount structures. Support multiple user roles for team collaboration.
Manage leads, create and send quotes, process payments, and track project timelines. Schedule appointments, monitor crew payments, and generate invoices. Customize workflows and set user permissions for team access.
Manage customer requests and track service progress
Manage customer interactions with CRM tools and track job progress. Generate professional quotes and invoices. Create pricing estimates using AI. Schedule jobs and send SMS follow-ups. Analyze business performance with reporting features.
Calculate premiums, input details, get quotes, send
Manage policies through a personalized dashboard. Input product details and optional coverage to receive instant quotes. Send claim notifications directly from the . Set reminders for policy renewals. View policy details and manage coverage options.
Centralized request management allows users to collect, categorize, and prioritize reseller and customer requests in one panel. Automated workflows include rules-based routing, approvals, and escalations with SLA tracking and reminders.
Display order details including options, taxes, discounts, and totals. Show cash discount options. Upload and highlight product images to promote upselling. Improve customer clarity and satisfaction during transactions.
The app allows Dealer Management System customers to electronically sign on an iPad. This enables approval for service work or parts purchases, saving time during vehicle drop-off, pick-up, or parts delivery.
Manage vending machines and micro markets with real-time inventory tracking and performance insights. Monitor stock levels, reduce stockouts, and plan restocking based on sales data.
Plan daily routes by adding stops and optimizing order. Use turn-by-turn navigation for efficient travel. Visualize accounts on a map to plan territories and optimize multi-stop routes.