Customer Manager (CRM) + App
Throw away those sticky notes and manage your lead & customer information all in one spot, whether you are out in the truck or back at the office.
Mobile App
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Use the CRM mobile app to manage your customers and deadlines from anywhere.
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Take property photos and upload them right away for instant documentation.
Contact Info / To-Do / Communication History
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Track and manage your leads to increase your sales revenue.
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Build customer relationships by creating customer profiles - store contact information, job sites, estimates, files & photos. Not only will you create a personalized experience for each customer, but you will also increase your chances of retaining them.
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Analyze marketing channels with customer tags, referral sources & reporting. Determine where you should be spending your marketing dollars based on how your customers are hearing about your company.
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Create processes with your own company by assigning customers, setting deadlines and meeting reminders.
