Collaborate with other Users via Shared Projects

Four Tabs Create Powerful, Yet Easy to Follow Organization

PROJECTS TAB

Create New Projects

Add contacts to Projects (People or Companies)

Choose Project Status (Open - Won - Lost)

Choose Project Phase (Concept, Planning, Design, Prototypes, Samples, Quote, Order Received, Delivery, Construction)

Attach Project Documents

Attach Project Photos

Add Project Tasks (Integrates with Apple Notifications)

Add Project Events (Integrates with Apple Notifications)

Add Ongoing Project Notes

Add Multiple Products (Quantity, Unit Price, Product I.D., Description)

Send Text or Email to ALL Project Contacts with 1 Click



COMPANIES TAB

Add Contacts to a Company

Arrange Contacts in ANY order

View Projects connected to this company

Add New Project

Add Events (Integrates with Apple Notifications)

Add Tasks (Integrates with Apple Notifications)

Add Ongoing Call Logs

Send Texts or Email to ALL contacts at this company w/ 1 click

Share all contacts at this company with 1 click



PEOPLE TAB

See Project that this contact has been linked to

Add Events (Integrates with Apple Notifications)

Add Tasks (Integrates with Apple Notifications)

Add Ongoing Call Logs


GROUPS TAB

Add Groups from desktop or mobile versions

Arrange Groups in ANY Order

Organize Groups by using movable blue divider bars

Send Text or Emails to all contacts in Group w/ 1 touch


GOALS SCREEN

Set up Goals for the year by month (automatically creates quarterly and annual goals)


ACTIVITY & PIPELINE SCREEN

Can be viewed by Month, Quarter or Annual YTD

Tracks Number of Projects Won or Lost

Tracks Sales vs Goals

Shows Pipeline of ALL open Projects and value


Designed from the salesperson's point of view.
Finally a CRM that is BOTH Powerful and ... actually Easy to Use