Allows users to scan visitor badges to capture contact information. Add notes and action items to leads. Retrieve and access scanned visitor data through a personal dashboard.
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.
Manage leads, track projects, and organize daily tasks from the field. Log job details, set reminders, and access customer information. Sync schedules and update project statuses in real time.
Manage leads and track conversion data to optimize business performance. Automate lead nurturing and member retention. Integrate website, CRM, and Core account for streamlined operations. Monitor lead progress through the sales funnel.
