Connect data from 130+ tools, APIs, or spreadsheets instantly. Prepare and transform data with built-in tools. Visualize data through customizable dashboards and reports. Share insights with team members and track performance metrics in real time.
Create and send proposals with customizable templates. Schedule client meetings and manage calendars. Track tasks with checklists and set reminders. Access project data and contracts on the go. Collaborate with team members in real time.
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.
The app provides technicians mobile efficiency for managing tickets onsite. It includes inventory management, maintenance, troubleshooting, and invoicing with signature capture and payment collection.
