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Description
CompanySync serves as the pioneering AI-native operating system designed specifically for roofing contractors and companies involved in storm restoration in the United States. This innovative platform consolidates over seven separate tools into a single solution, incorporating functionalities such as customer relationship management (CRM), estimating, marketing automation, photo documentation, review management, invoicing, and email campaign management.
Among its standout features is an AI Storm Predictor that identifies potential hail and wind damage up to three days prior to storm occurrences, alongside an AI Estimator that can generate comprehensive estimates complete with material lists in less than three minutes. The system also offers automated workflows for speed-to-lead processes, utilizing SMS and email communications that can be initiated in mere seconds. Furthermore, it includes Xactimate integration for tracking supplements, CrewCam for capturing geotagged damage images, and AI-driven video marketing through HeyGen. Other functionalities comprise automated requests for Google reviews, commission tracking, support for Stripe payments, round-robin lead assignment, and effective territory mapping.
Accessible across web platforms and mobile applications on both iOS and Android, CompanySync operates without requiring long-term contracts or imposing hidden fees. Its transparent pricing model adapts to the growth of your business, ensuring that you only pay for what you need as you expand.
Crafted by experienced roofers for their peers, the platform is tailored to meet the specific demands of the roofing industry. Check out our Software NOW!
Description
Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits.
Entity Support: Supports OOB and Custom Entities
Round Robin: Divide the Leads equally among the team using Round Robin Algorithm.
Capacity: Assign Leads based on the individual capacity of each user
Rules: Create multiple assignment guidelines for different selection criteria for Leads
Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users.
Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements
Period: Define a period for the assignment of work items based upon that period
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
AXIO Advanced Projects
Microsoft Dynamics 365
Pricing Details
$99/month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CompanySync
Founded
2025
Country
United States
Website
companysync.io
Vendor Details
Company Name
Inogic Tech
Founded
2006
Country
India
Website
www.inogic.com
Product Features
Roofing
Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
