Manage leads and customer data with customizable fields and contact tracking. Schedule follow-ups and set reminders. Generate reports and export data in multiple formats.
Manage and automate campaigns, leads, and opportunities from a single platform. Track customer interactions and support activities. Collaborate with team members and sync data offline for seamless updates. Close deals on the go.
View fleet status to identify generators needing immediate attention. Monitor generator performance and receive alerts. Control generator operations remotely. Track maintenance schedules and service history. Generate reports for fleet .
View geo-referenced aerial imagery alongside real-time user location. Mark and annotate specific areas of interest. Save and share observations with team members. Navigate maps and project data while offline.
Calculate roof dimensions including lengths, angles, heights, and layouts for hipped, gabled, and single-pitch roofs. Determine birdsmouth measurements and pitch. Switch between metric and imperial units. Set default values for common inputs.
Manage customer interactions through multi-channel communication including messengers, emails, and calls. Track sales pipelines, set automated workflows, and generate reports. Access analytics and manage contacts directly from the .
Track and locate workers in real time. Send two-way alerts and messages. Access emergency assistance and dispatch help. Monitor device status and manage user permissions.
The app connects to the LeadPerfection CRM database for sales representatives. Users can view upcoming appointments, enter appointment results, and view personal sales statistics.