The app allows clients and team members to review goals, enter metrics, and complete assigned tasks. Coaches and sales managers can assign goals and coaching programs through the web portal.
Manage leads and track sales activities with real-time homeowner data. Log prospects, schedule visits, and update lead status. Generate invoices and receive payments directly. Sync with CRM tools and access product information on-the-go.
Create proposals directly from a phone. Add text, images, and pricing. Save and share documents via email or messaging apps. Track client contacts and project details. Integrate with calendar for scheduling meetings.
Track pitch volume and plan daily sales activities. Conduct morning power hour sessions. Set and monitor sales goals. Sync with calendar for scheduling. Export performance reports.
