Manage wholesale operations with employee access to create and process sales. Track inventory and orders securely. Customize features for internal use and brand integration. View sales reports and manage user permissions.
Manage leads, prospects, and deals with real-time updates on notes, statuses, and deals. Add tasks, tag teammates, and map local contacts for sales visits. Create quotes directly from the and voice dictate notes to update statuses.
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.
Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
Manage and schedule appointments, track sales, and maintain customer relationships. Set reminders, log interactions, and view performance metrics. Sync with calendars and access real-time data for improved productivity.
Manage processes with real-time data access and dynamic dashboards. Track leads, update customer information, and generate reports. Sync with team members and integrate with other business tools for streamlined operations.
The app provides mobile access to a hosted CRM for sales and service professionals. Users can manage contacts, leads, deals, and activities directly from their iPhone, and access web information and dashboards.