Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Create and manage invoices, quotes, and sales orders. Track payments and send reminders. Generate reports on unpaid invoices and sales. Email, print, or fax documents directly. Send client statements and recurring invoices.
Create invoices and send estimates. Collect payments and schedule time. Manage team and log expenses. Send and receive text messages. Access a 24/7 portal and website. Automate tasks and streamline operations.
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 .
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 customer interactions with built-in communication tools. Create and send professional estimates and invoices with customizable pricing. Track project progress and manage client approvals digitally.
The app provides mobile access to CRM data, supporting online and offline functionality. It enables users to view, create, delete, and modify data without an internet connection, integrating features like photo capturing and route planning.