Manage leads, track interactions, and stay connected
Manage leads with real-time updates and communication. Track sales pipeline progress and set reminders. Access contact information and notes. Sync with desktop features for consistent data. Assign tasks and monitor team activities.
Manage sales processes by assigning closers to sets and tracking appointments and calendars. Merge proposal creation with CRM and proposal software for collaboration. Monitor rep activity and home disposition.
Manage customer relationships with contact tracking, deal management, and activity logs. Schedule and send reminders. Monitor inventory with photo and description tools. Generate reports and automate workflows.
Manage leads and deals with a visual interface. View and update lead details, track deal progress, and set reminders. Access contact information and communication history. Sync data across devices and receive notifications for new messages.