Manage insurance sales with real-time data tracking, product management, and customer reporting. Integrate e-wallets for payments and commissions. Streamline sales processes and monitor performance metrics.
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
Manage sales leads and plan routes for field work. Collaborate with team members in real-time. Track progress and generate reports. Sync data across devices. Access customer information and update records on the go.
Capture and manage photos with geo-referencing features. Each image includes GPS, bearing, and descriptive metadata. Upload and organize unlimited visual data. Document construction projects with timestamped and location-tagged photos.
Record meetings, transcribe audio, generate summaries, track
Records and transcribes in-person meetings. Generates summaries, customer requirements, action items, and follow-up emails. Allows real-time chat to retrieve information from past conversations.
Collaborate on tasks and projects with real-time editing and commenting. Sync data from multiple tools into one dashboard. Track progress, assign tasks, and set deadlines. Share files and communicate within the .
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.