Manage sales processes with dealer-defined steps. Track customer interactions and update records in real time. Access product information and sales tools during showroom visits. Send and receive communications directly from the .
Track leads with detailed profiles, manage attachments and comments, and customize sales conversion settings. View map-based knock records with colored pins, create leads from the map, and access individualized lead lists.
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.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Manage contacts, calendar, tasks, and notes in one interface. Outlook, Act!, Goldmine, or Palm Desktop. Set color categories for calendar events. Track task completions and appointment history.
Manage contacts, track deals, and automate workflows
Manage client relationships with contact tracking, deal management, and task organization. Send SMS, email, and ringless voicemail messages. Monitor brand reputation and set up communication schedules.
Track sales opportunities and validate leads. Manage territories and organize in-field activities with gamification features. Monitor team performance through leaderboards and manage team members.
Manage customer relationships with CRM tools. Automate sales processes with intelligent workflows. Configure sales steps and enable team performance. Generate reports and analytics. Integrate with external systems via API.
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.