CUSTOM APPS
From a full presentation and proposal system to referral and lead portals, we build the tools your team needs and connect them to your CRM.
FLAGSHIP BUILD
Your whole sales appointment in one app, built for your company. Advisors present on a tablet at the kitchen table, build the price in front of the customer and get a signature before they leave. Every step updates your CRM on its own.
It is our largest build, scoped around your products, your pricing and your pitch, for companies that sell big-ticket jobs in the home.
A branded slide and video presentation every advisor delivers the same way.
Measurements, options, discounts with manager approval and monthly payments, calculated on the spot.
The customer signs by finger on the tablet or from a link texted to their phone.
The proposal is marked sent, then accepted, and the deal moves to won in your CRM automatically.
A refer-and-earn program your customers can use from their phone, with every referral tracked to the sale.
A portal where sales advisors enter and book their own self-generated leads and get credit for them.
Give customers one place to check job status, see what happens next and send you referrals.
Live leaderboards and targets on the wall, pulled straight from your pipeline.
Apps read from and write back to your GOAT account, so there is no double entry.
Tell us the bottleneck. We scope it, build it and keep it running.
IN THE FIELD
They are in daily use by its sales team and customers.