A SIMPLIFIED APPROACH TO MANAGE YOUR COMPANY’S INTERACTIONS WITH
leads are potential clients. All communications for Leads are documented Lead Details.
Opportunity is a potential sale to sell a service/product to a lead or client. Opportunity can be created for Leads or Clients.
ESTIMATES or PROPOSALS
Create electronic estimates or proposals for customer to view and accept electronically
A way to track field installation or medium/long term projects. Central source of information including tasks, estimates, milestones and more
Keep track of all billable times using clock in/out feature
A way to track all remote support tickets along with all things related to it including attachments, tasks and more. Designed for short-term, quick resolution items
WORK COMPLETION CERTIFICATES
Electronically complete certificates of work completions, add parts, track time and capture client signature on the spot
Create one time and recurring invoices with auto pay option on the fly. Get paid faster with full payment integration
Setup Auto-Pay and get paid faster with full payment integration out of the box
Eliminate unnecessary emails Realtime chat option Group discussion and sharing of ideas regarding specific project or opportunities
Realtime email tracking Scheduled follow ups
Time and resource management