Automatically route tasks based on your business processes. Facilitate communication between teams collaborating on projects.
Transfer proposal requests and orders automatically from CRM systems or create customized forms for entry. Reduce miscommunication between Sales and Operations by entering objectives and goals right at the point of sale.
Enables remote work and accurate tracking for billable hours. Manage due dates and monitor workload through queue dashboard.
Clearly view the status, activity and history of your proposals and orders throughout their lifecycle. Audit campaigns, conversations and tasks in one place, in the same view.
No Credit Card Required.