Manage sales opportunities and daily work plans remotely. Add and update customer profiles. Respond to sales leads anytime. Search inventory and track dealership activities through a interface.
Track deals from initial contact to final sale with deal tracking features. Manage customer interactions through lead tools. Organize contacts, notes, and communication history. Generate reports and analyze sales data.
Manage roofing jobs with task tracking, estimate tracking, and customer information organization. Set automated workflows, customize dashboards, and integrate with suppliers for streamlined operations.
Access meeting details, log notes, and view a 360-degree overview of all meeting-related data. Link work calendars to sync event information. Edit and save meeting notes directly from the .
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Manage home inspections with AI-powered report generation using image analysis and speech-to-text. Create smart summaries automatically. Integrate CRM, calendar booking, payments, and automated email alerts for business management.
Manage leads, send messages, book appointments, track
Manage leads with centralized communication across channels like SMS, WhatsApp, and Instagram DM. Schedule appointments, track reviews, and use a business phone number integrated with team inbox for streamlined collaboration.
The app allows users to manage accounts and contacts from a mobile device. Users can add new accounts, complete tasks, make calls, send messages, and update information.
Manage contacts, track interactions, sync data across
Manage contacts and client history with centralized data storage. Track interactions, set follow-up reminders, and share updates with team members. Integrate with other business tools for data synchronization and workflow automation.