Manage leads, create and send quotes, process payments, and track project timelines. Schedule appointments, monitor crew payments, and generate invoices. Customize workflows and set user permissions for team access.
Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
The app offers patient and client tracking with automated invoicing. It supports various rate types and generates monthly reports and yearly totals for invoiced and received amounts.
Manage invoices, track expenses, and schedule appointments. Organize client data and generate reports. Automate billing and send reminders. Integrate with accounting software and sync across devices.
Manage customer relationships with contact tracking, activity logging, and sales pipelines. Create and manage projects with task assignments, deadlines, and progress tracking. Monitor employee performance with time logs and performance metrics.