Find out how many new jobs you have at each stage of your sales process. See how many bids submitted, which jobs are stuck, and what’s scheduled to close each month.
Create, save, and share the exact list of accounts, companies, and jobs employees should focus on. Increase employee productivity and ensure they hit their sales quota.
Manage key deliverables with customers using milestones to track the details, status, and deadlines for delivery of services, and more. Win more repeat business.
— Dan Stifle, SunX Solar SystemsLearn more
Get a free iPhone and Android mobile app and access important information about customers, jobs, and bids submitted while at a job site, visiting clients, or at the office.
Use Excel and Google Sheets plugins to turn data into timely insights. Create visual dashboards, charts, and graphs — refresh data with one click.
Get free U.S. based technical support for any CRM issue. Calls are answered in 10 seconds and emails in 20 minutes. 96% customer satisfaction rating.