Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Track and measure roof dimensions using a sketch tool and positioning features. Preview roofs on maps or import images/blueprints. Save measurements and label lines. Take and save photos for documentation.
Scan paper barcodes and mobile devices to collect event data. Link student records to scanned events. Manage and organize collected information for college recruitment purposes.
Capture leads by entering registrant IDs and first letters of last names. View and manage lead data. Sync with event databases for real-time updates. Export lead information for follow-up.
Capture on-site leads by scanning and editing contact information. Add custom questions and notes to records. Send collateral content directly from the . Sync data with existing systems for tracking and follow-up.
Manage leads and contacts from anywhere with real-time message review. Make and track calls using your business line. View account insights and optimize your account on the go.
Capture business cards with AI-powered OCR and scan QR codes for contact exchange. Enrich contacts with company and social data automatically. Create events, organize contacts by occasion, and use Event Mode for focused lead capture.