What is the difference between a lead and a client?
A lead is a potential customer you have not worked with yet. A client is a customer you have already serviced.
Does Duranta support residential and commercial customers?
Yes. Duranta supports both Residential and Commercial leads and clients.
How do I create a new client or lead?
Click + Create new, select Lead or Client, enter the details, and click Save.
Can I add properties to a lead or client?
Yes. You can add and manage properties for both residential and commercial leads and clients.
Can commercial leads and clients have multiple contacts?
Yes. Commercial leads and clients can have multiple contacts. You can add several contacts, but only one can be marked as the Primary contact.
Can I edit a property location while adding a property?
Yes. When adding a property, you can long press on the map to change the property location.
Can I contact a lead or client from Duranta?
Yes. If a lead or client has a phone number or email address, you can contact them directly from Duranta. On the mobile app, you can call, text, or email. On the web app, you can send emails.
Can I add notes to a client or property?
Yes. You can add client notes, property notes, and property annotations, as well as upload photos to keep important details organized.
What can I create for a lead or client?
You can create proposals with maintenance and install services, as well as invoices, for both leads and clients.
What can I do from the lead or client details page?
The lead or client details page is your main workspace for managing customer information. From there, you can:
Add and view client notes and property notes
Create, view, and manage proposals
Create and view invoices
View and update property details
Open the property address in a map app
Edit the property address
Can I search or filter clients and leads?
Yes. Duranta includes search and filtering tools to help you quickly find and manage leads, clients, properties, and proposals.
How can I get help or schedule a demo?
You can always contact [email protected] with any questions. Once you sign up, you can also schedule a demo call here: Duranta Demo