Log inquiries, schedule callbacks, track site visits,
Log new inquiries, schedule callbacks, and track site visits. Transfer inquiries between team members for accountability. Generate detailed reports to analyze performance. Request new inquiries to maintain pipeline activity.
Manage approvals by submitting required documents and tracking status. Locate providers by type, location, or name, and sort by distance. Rate providers and save favorites. Update personal profile and access service information.
Manage customer relationships by storing contact details, tracking interactions, and setting reminders. Schedule follow-ups, generate reports, and sync data across devices. Collaborate with team members and manage sales pipelines.
