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.
Manage customer relationships with role-based dashboards for sales and medical teams. Track interactions, schedule follow-ups, and access product information. Share documents and communicate securely with healthcare professionals.
Manage customer relationships by tracking interactions, managing leads, and scheduling follow-ups. Create and send marketing campaigns. Monitor sales pipelines and analyze performance metrics in real time.
Track vehicles, manage fleets, and schedule maintenance
Track vehicle locations and status in real time. Monitor fleet progress through stages like shop, paint, and service. Manage maintenance schedules and receive alerts for vehicle activity. Sync data across devices for updated fleet insights.
Send and receive messages with emoji support and photo sharing. Auto-refresh messages and receive push notifications. Access integrated CRM features requiring an active account. Navigate a clean, modern interface for efficient communication.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.