Create and send invoices, estimates, and orders. Process payments securely. Manage product inventory. Design and track GPS routes. Set territories. Integrate with Quickbooks, SAP, Freshbooks, Excel, and Xero.
The app allows field staff to capture claims information and generate on-site estimates. It provides rapid loss site estimate generation with real-time data synchronization and offline use.
View a list of opportunities and manage sales pipelines. Assign and track tasks with automated updates. Receive real-time alerts on key performance indicators. Use predictive analytics to improve sales strategies and team performance.
Manage leads and projects in real time. Track sales pipelines and view commission details. Communicate with customers and schedule follow-ups. Access performance analytics and sales data on mobile devices. nd view reports for sales performance.
