Track leads and manage sales with real-time prospect tagging and offline canvassing. Access historical repair data to identify roof work opportunities. Sync data seamlessly when online and view permit dates for targeted outreach.
Companion allows admins to route qualified leads to team members instantly. Sales reps can view conversation context, resume discussions, and continue interactions.
Manage tasks, predict insights, and engage customers
Manage tasks with AI-powered automation and virtual assistance. Handle inquiries through conversational AI. Receive predictive insights for better decision-making. Automate workflows to reduce manual effort.
Capture leads at trade shows and events without an internet connection. Log attendee information directly on a mobile device. Automatically send data to CRM or marketing automation systems. Export contact details in multiple formats.
Manage leads by updating status, taking notes, sending emails, capturing quotes, or selling policies directly. Track sales and daily goals with real-time notifications. Organize tasks and access all features remotely from any location.
