Manage leads and prospects with on-the-go access to CRM features. Track communications, update customer information, and match buyers to vehicles. Sync with PBS v10 Dealer Management System for real-time data.
Track mileage and record expenses with receipt capture. Manage clients, leads, and sales with document uploads, reminders, and notes. View profit, expenses, and broker fees per sale. Generate tax reports and track buyer activity.
Create and submit solar surveys for residential projects. Upload site details, capture images, and generate reports. Share surveys with team members and track project status in real time.
Track and count items with customizable counters. Create unlimited counters and organize them into groups. Set initial values, increment/decrement options, and personalize with names and colors. Switch between list and grid views.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Capture and qualify leads from event attendees. Take notes and record interactions. Retrieve and follow up on leads during and after events. Sync data with a central system for tracking and management.
Track workouts with real-time form feedback using your phone's camera. Receive verbal and visual cues to correct posture based on mobility level. Access a 7-day plan. No hardware or scheduling required.
Identify potential customers through AI-driven lead generation. Engage prospects with personalized outreach. Close deals with targeted upselling strategies. Complete jobs with quality tracking and team coordination.
Manage reservations by booking, rescheduling, and modifying appointments remotely. Access real-time reports and dashboard data to track interactions and operational metrics. Control access and manage events from a smartphone.