JACK App

An Overview of Sales CRM & Tasks

Record a new lead ready to be moved through your sales pipeline

How to Create and Manage Leads

Linking a lead to a Xero contact allows you to create invoices and payments within JACK which sync to your Xero file

Linking a lead to a Xero contact

Automate tasks so that you never miss a step in your sales process

Creating automated email marketing campaigns

Forecasting contract signing dates, construction start dates, and build durations and how they affect the cashflow forecast

Create custom proposals from your estimates and send to your client for digital approval.

How to create a proposal from an estimate

Send documents for signing with a payment function enabled so once your client has signed, they will be prompted to make payment

Create a document with online payment enabled

If your client has signed the document on a hard copy the document can be set as 'manually signed' and you can easily attach the signed copy

Online document signing - customer has signed manually

Customise the email message that is sent out when a document is sent for signing.

Edit email content sent to the recipient when sending a document

JACK makes you more organised by storing all your documents in the one place

Sending documents to suppliers, contractors, and clients

Enabling online payment relating to a document - adding a Xero contact

Add attachments to documents

How to create folders for your file storage

Keep all your files in one location for easy access

Uploading files to a lead or job

Creating Cost Options in Client Proposals

Leads, CRM, Documents, JACK's got your back

Sales & Marketing

Create a custom design with text, images, and links

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