Manage leads and customer relationships with real-time auto lead tracking, CRM tools for communication and data management, and AI-driven automation for sales tasks.
Manage sales tasks with real-time data sync and customer information access. Log customer details and scan driver’s licenses to submit deals. Access recent conversations, leads, and respond promptly.
Monitor call activity and track key metrics. Send and receive text messages using a chosen tracking number. Make and manage calls directly within the . Add tags, values, and notes to leads. Organize contacts and view call logs.
Manage appointments and schedule tasks to improve workflow efficiency. Create customizable proposals with multiple options for clients. Track job progress and send invoices directly from the . Communicate with clients through built-in messaging.
