Manage calls seamlessly within Notifi, keeping all interactions in one place.
View all customer communications—texts, emails, and more—in one unified inbox.
Connect your email to Notifi to track conversations and stay on top of customer needs.
Automatically route calls to the right team members for faster responses.
Never lose a lead—send an automatic text when a call is missed.
Customize call flows to ensure professional handling of every customer inquiry.
Record and store calls for training, quality checks, and future reference.
Create personalized greetings to make a great first impression on every call.
Easily bring your business phone number to Notifi for free. Keep your existing number while upgrading to a smarter communication system.
A summary of all sales opportunities including potential values and where they are in the pipleine.
Track conversion rate, sales pipeline milestones and forecast in one view.
See all your opportunities in one pipeline, drag and drop to each stage as they progress.
Organize all your customer and business information in one place for seamless communication.
Send professional estimates quickly and convert them into jobs with one click.
Simplify team scheduling and ensure everyone knows where they need to be.
Easily assign jobs to the right team members with automated dispatching.
Send invoices and collect payments directly through Notifi, hassle-free.
Create and manage customer agreements to streamline your processes.
Let customers sign estimates and agreements digitally for faster approvals.
Request Google reviews directly from Notifi to boost your business reputation.
Track job progress, assign tasks, and manage everything from start to finish.
Create and use checklists to ensure every job is completed to standard.
Send invoices for completed project stages to improve cash flow.
Automate reminders to follow up on pending estimates and unpaid invoices.
Create professional estimates and convert them into jobs with a single click.
Customize and design quotes to reflect your brand.
Add optional items to quotes, giving customers flexible choices.
Easily attach financing options to quotes and proposals to close more deals.
Add customizable markups to quotes for accurate pricing.
Set automated reminders to follow up on pending quotes.
Enable customers to approve quotes digitally, speeding up the process.
Track and manage job costs to ensure profitability.
Request deposits upfront directly through your quotes.
Apply discounts to quotes and invoices with ease.
Group multiple items or services into one package for simplified quoting.
Include personalized terms and conditions in every quote.
Easily attach supporting files, images, or documents to your quotes for added clarity.
Create and manage a centralized list of products and services for accurate and consistent pricing.
Easily track, schedule, and manage all your jobs in one platform.
Simplify job assignments and keep your team organized.
Quickly dispatch jobs to the right team members.
Ensure every job is completed with pre-set task checklists.
Plan the most efficient routes to save time and fuel.
Share job locations with your team for clear navigation.
Track employee hours and job durations effortlessly.
Collect customer details and signatures directly on-site.
Manage jobs that require visits to multiple locations.
Automate recurring tasks for seamless scheduling.
Generate and send invoices automatically after job completion.
Calculate job costs accurately to maximize profitability.
Monitor team locations and job progress in real-time.
Send automated confirmations to customers before the job starts.
Keep customers informed with automatic reminders about upcoming jobs.
Create and manage professional invoices in minutes.
Generate clear, professional invoices quickly and efficiently.
Send scheduled reminders to customers for upcoming or overdue payments.
Set reminders to follow up on unpaid invoices automatically.
Let customers pay invoices online with ease and security.
Allow customers to securely save payment details for future transactions.
Streamline recurring payments with automated billing options.
Access your payments quickly with instant payout features.
Enable customers to add a tip directly on their payment.
Easily include credit card processing fees in your invoices.
Make Notifi your own by tailoring fields, tags, milestones, and more to your needs.
Track the information that matters most to your business.
Personalize your sales pipeline to match your unique workflow.
Add your logo and choose a color scheme to reflect your brand.
Define and track activities that are meaningful to your processes.
Organize contacts with tags that align with your business requirements.
Filter and manage contacts using custom fields or predefined criteria.
Identify why deals are lost and learn from common trends.
Add personalized titles to keep contact details relevant to your business.
