Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Manage contacts, track campaign performance, and monitor sales metrics on the go. Create and send email campaigns, schedule posts, and access analytics. Edit campaign details and adjust settings directly from the mobile interface.
Record audio and convert to text with automatic transcription. Summarize content to extract key points. Organize notes into structured formats with tags and folders. Search for specific information within notes.
Monitor equipment performance and job site activity in real time. View analytics and receive alerts for maintenance needs. Adjust schedules and track fuel usage. Access historical data and generate reports.
Track sales and manage multiple store locations with real-time data access. Monitor cash flow and register activity. Set and track sales targets per store and team member. Switch between locations easily.
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Manage leads and streamline sales processes by integrating CRM and conversational tools. Track pipeline stages, add and update leads, make calls, and create invoices. View sales progress and access all tools in one centralized platform.