Our CRM app is crafted specifically for the flooring industry in the USA, equipping businesses with a powerful set of tools for managing clients, leads, and projects efficiently. This app is designed to support flooring professionals in every aspect of business management, from client interaction to project completion, and streamlining everyday operations.

Modules include:

Dashboard: Get an overview of key business metrics and activities.
Teams: Manage team roles, permissions, and communication.
Contacts: Easily organize and access client contact information.
Proposal Requests & Proposals: Create, send, and track proposals for client projects.
Accepted Proposals: Track all proposals that have been accepted and progress them to the next stages.
Lead Management: Follow leads from initial interest to project conversion.
Products: List and manage products offered.
Tax and Payment Terms: Customize tax details and payment terms for each proposal or invoice.
Terms & Conditions: Easily add terms to proposals and agreements.
Email: Send and track emails within the app.
Calendar: Schedule appointments, deadlines, and reminders.
Roles: Assign specific roles and permissions for team members.
This app is an all-in-one solution designed to improve productivity and enhance client interactions, making it easier for flooring businesses to stay organized, communicate effectively, and grow.