Track leads and manage sales with real-time prospect tagging and offline canvassing. Access historical repair data to identify roof work opportunities. Sync data seamlessly when online and view permit dates for targeted outreach.
Track sales goals and manage pipelines with built-in CRM tools. Create incentive programs for teams. Log key metrics and monitor progress. Share updates and collaborate with team members in real time.
Manage client relationships and track jobs with CRM tools. Create and send professional quotes and estimates. Schedule and dispatch jobs in real time. Invoicing and payment processing available.
Capture business cards with AI-powered OCR and scan QR codes for contact exchange. Enrich contacts with company and social data automatically. Create events, organize contacts by occasion, and use Event Mode for focused lead capture.
