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Configurable sales workflows with shared spaces for collaborating teams

Sales opportunities that continue into orders and delivery projects

A standalone CRM application distribution without the commerce modules

Sales opportunities that carry their records and tasks into post-sale projects

Account-linked sales tracking with quotes, follow-ups and pipeline reporting

Assign construction tasks on plans and keep jobsite work visible to the project team.

Collect field-work hours, mileage and job details from mobile time clocks.

A field-crew time tracker with GPS clock-ins, offline capture, timesheets, and invoice workflows.

Enterprise sales work with reusable searches that preserve filters and result layout

Sales pipelines with lead routing and Freddy AI assistance

Inspection forms with field-level deficiency triggers and reusable prior records

Field-data projects with a form builder, explicit deployment, and controlled collection links

A sales pipeline workspace with activities, deadline indicators, and reporting

Customer records and sales follow-up with tailored calendars and permissions

A sales CRM organized around the next customer follow-up

Field forms with answer-based email routing

Sales visit plans with route or customer assignments and recurring schedules

AI platform that captures emails, calls, and meetings and updates CRM or AMS records.

CRM workflows connecting lead qualification, quotes, and invoices

Configurable sales boards with customer activity, routing and follow-up automation

Configurable CRM with service-based access and selective table exports

Marketing, sales, and customer service software on one platform

Customisable sales records with inbox sync, no-reply reminders, and workflow rules

Browser prospect capture, CRM enrichment, and champion tracking