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 deals with real-time updates and notifications. Access meeting details, contact information, and notes. Connect notes to records and sync with Microsoft Teams. Update records remotely and stay informed of pending actions.
Manage sales processes with dealer-defined steps. Track customer interactions and update records in real time. Access product information and sales tools during showroom visits. Send and receive communications directly from the .
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.
