Find contacts in the customer database with filters and advanced field matching search tool, by name, email, address, telephone number, or any field you have set up. Locate any text within all contacts, notes and emails. Using filters, retrieve any data relating to your customers, organization, industry, sales process, or project tasks.
Keep track of your team, and their teams. Review performance of each individual in the organization. Track sales, participation levels, and recruitment of new team members. Focus teams by only displaying the customers they’re responsible for, making it easier for them to keep the data relevant.
Whether damage repair, painting or custom restoration, track leads and projects. Who referred this customer to you? What is their primary concern? Maintain any conversations, or estimates for immediate retrieval. Set up reminders to follow-up at intervals determined by you. Set up repeat tasks which are part of your repair process.