CRM – Convert Leads to ClientsTurn Leads into Clients in one easy step!In this tutorial, we’ll show you how to enter a lead into the system, then easily convert it to a client with the click of a button.CRM - Leads
CRM – Enter CallsEasily keep track of Calls!In this tutorial, we show you how to enter a call in the CRM once you receive it.Once the call has been entered, you can then simply convert it to a lead or client.CRM - Calls
Creating an InvoiceEasily Create an InvoiceClick Invoicing, then Create Invoice. The rest is simple! Select/input:DatePayment typeService type & infoClientNotesAnd then save!Creating an Invoice
Creating Estimates and QuotesEasily Create Estimates/QuotesClick CRM, then Quotes to:Add Customer informationAdd Quote informationMeasure Property – lot size will total automaticallyAdd in additional information including automatic pricing and follow up dates.Estimates & Quotes