Track deals from initial contact to final sale with deal tracking features. Manage customer interactions through lead tools. Organize contacts, notes, and communication history. Generate reports and analyze sales data.
Manage business operations with lead tracking, client relationship management, and data organization. Create and update client profiles, monitor deal progress, and access real-time analytics.
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.
Manage real estate leads with automated workflows. Accept, update, and assign leads directly from mobile. Set marketing campaigns and follow-up reminders. Track lead progress and business operations on the go.
Create and manage cards with Apple Wallet integration. Exchange contacts effortlessly and share information instantly. Personalize cards with logos and colors. Manage multiple cards for different roles or businesses.