D2D CRM 1.2.1

This platform offers a comprehensive solution for managing sales processes efficiently. Users can easily assign closers to specific sets, as well as track appointments and calendars with minimal effort. The integration of proposal creation within Aurora and Solo promotes enhanced collaboration among team members.

Additionally, the system allows for the assignment and tracking of sales representatives' activity, including their interactions and the status of properties. Customizable workflows facilitate seamless transitions from lead generation to sale, and from sale to installation. By eliminating the necessity for multiple software tools, this solution integrates effectively with existing CRM and proposal software, ensuring that sales teams operate from a single, unified portal.