Manage customer data by searching and adding contacts. Scan driver's licenses or VINs for quick lookups. Find inventory and send follow-up texts or videos. Complete daily tasks offline and access CRM features on the go.
Manage sales processes by assigning closers to sets and tracking appointments and calendars. Merge proposal creation with CRM and proposal software for collaboration. Monitor rep activity and home disposition.
Manage restoration projects with task tracking, client communication, and job scheduling. Monitor progress through customizable reports. Streamline sales and marketing with CRM tools. Coordinate team activities and maintain project timelines.
