• Lead Statuses

    Create and manage rules based on specific Lead Status. You can add new Statuses or edit existing ones.
  • Leads / Tasks Map

    Filter, assign, and schedule directly from the map while tracking key details, sending SMS, and coordinating multiple tasks with just a few clicks.
  • Leads List

    Easily track and manage all your leads with the Leads List, where names, contact info, priorities, and statuses are clearly organized for quick access.
  • Lead creation and Lead Profile

    Add and manage new leads directly from a client profile or during client creation, capturing all essential details, services, and priorities. Assign estimators, schedule appointments, and track each lead’s progress.
  • Leads for Approval

  • Requests

    Easily manage all client requests in the Requests submodule, where you can confirm, decline, and track new entries at a glance.