- Enter or review customer or lead information
- Enter or review jobsite information
- Enter or review contact information
- Tap to call, SMS, or email any contact
- Tap to get instant directions to any lead, client or jobsite
- Enter or review communication history with leads & clients
- Enter, review or assign tasks
- Upload photos or files
What's new (v2.1.2)
Building a better way! We’ve updated the CRM app to version 2.1.1 with seamless performance enhancements to streamline your user experience. We’ve also added iOS 15 support to the app.