Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Monitor real-time stats for enabled sites including chats, tickets, and operators. Track customer interactions across channels. Assign and manage sales associates to engage with customers via chat, video, or text.
Create invoices and estimates using voice commands or manual input. Manage client information and project details. Generate sales reports and track financial data. Customize templates and send invoices via email or messaging.
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.
Manage operations with profile setup and real-time analytics. Create and distribute targeted offers. Track customer preferences and engagement. Monitor sales data and adjust marketing strategies.
Track employee time with facial recognition, QR codes, or access cards. Clock in and out, manage breaks, and select position, cost center, and work type. Screen temperature and alcohol levels.
Manage listings, track deals, and close transactions
Manage real estate transactions with document signing, contract tracking, and task automation. Schedule appointments, send property details, and monitor deal progress. Integrate AI assistant for guidance and streamline client communication.
Manage quality processes with audit tools, document control, and compliance tracking. Conduct visual inspections, track training, and perform FMEA and 8D analyses. Support ISO 9001, IATF 16949, and PED standards.
Manage campus security with visitor tracking, student monitoring, and emergency response tools. Send notifications and alerts to students, staff, and visitors. Monitor real-time activity and access control features for secure campus communication.
AI-powered voice and text interface allows users to ask questions about products, inventory, and tasks. Access real-time data from POS and inventory systems.
Track across multiple platforms with real-time updates and low quantity alerts. View detailed reports and performance statistics. Set timed notifications for stock changes. Integrate with QuickBooks for purchase orders and invoices.