Track customer interactions, store contacts, and client details. Log follow-ups, message history, special dates, preferences, and product likes. Share notes across multiple sales associates and locations.
Track projects, manage schedules, and boost productivity
Manage projects with real-time tracking, performance monitoring, and timeline visualization. Schedule employees efficiently with automated workflows and task assignments. Streamline communication and document sharing across teams.
The app provides field sales CRM features for managing accounts, optimizing routes, and logging activity. It supports various field teams and integrates with other CRMs.
Manage contacts, share assets, and communicate securely
Manage customer and prospect data in a centralized location. Track and store information. Share product details and media assets to promote sales. Communicate with team and customers. Customize the 's appearance and content.
Create tasks and manage projects with customizable workflows. Track business processes and organize data in a visual interface. Handle documents, spreadsheets, and databases within a single platform.
Manage leads, track communications, and collaborate with team members. Log customer interactions, set reminders, and organize contacts. Integrate with email and calendar for scheduling and follow-ups. Generate reports and monitor sales pipelines.
Manage jobs from lead to payment with task tracking, invoicing, and payment processing. Schedule technicians and view real-time job status. Access customer history and send quotes or estimates.
Create and manage chatbots to automate customer interactions. Schedule posts and link replies to comments. Send bulk messages to multiple users. Respond to messages instantly with fast reply options.
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.