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.
Access contact database and property details from a mobile device. View real-time updates and receive push notifications. Create Open House Registration Forms to capture leads quickly.
Manage leads with automated follow-ups via WhatsApp, text, and phone calls. Track interactions, set reminders, and monitor team activity in real time. Export data and generate reports. Integrate with Meta Business tools for messaging and analytics.
Manage customer interactions through multi-channel communication including messengers, emails, and calls. Track sales pipelines, set automated workflows, and generate reports. Access analytics and manage contacts directly from the .
Access CRM P2P Messaging From Your Phone! Send and receive messages within the CRM system. View contact details and conversation history. Share files and notes directly. Integrate with calendar for scheduling. Set reminders for follow-ups.
Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.
View contacts on a world map with location-based search and filtering by address labels. Zoom to nearby contacts and access private data stored only on the device. Only contacts with physical addresses are displayed.
Track deal progress with shared visibility into stages and statuses. Set and monitor next steps for each opportunity. Log communications and activities directly. Generate structured reports and maintain clear stage gates for governance.
Track jobs, equipment, employees, income, and expenses. Use full CRM with analytics for marketing insights. Integrated payroll and timeclock provide real-time job costing. Include real-time labor costs.