Manage contacts with detailed notes and histories. Track tasks and activities with due dates and reminders. Monitor sales pipelines and update deals in real time. Sync data across devices and access reports for business insights.
Manage leads and follow up with calls, texts, and emails. Send and receive 2-way texts to communicate with customers. Track interactions and organize contacts within the .
Manage leads by tracking opportunities from inquiry to signed contract. Organize and prioritize leads. Create and send proposals. Track job progress and update project statuses. Share company updates and job instructions with the team.