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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Effortless sales and field service territory mapping for Dynamics 365, Power BI, and Excel is achievable with our top-rated solution on Microsoft AppSource. EasyTerritory stands out as the premier web-based mapping software specifically designed for managing sales territories, planning service capacity, and providing geospatial business intelligence integrated with Microsoft Dynamics 365, Excel, and Power BI. For those not utilizing Dynamics 365, EasyTerritory remains versatile, also supporting Excel, Power BI, and SQL Azure. This powerful tool is utilized across various sectors, including logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceuticals, and biotechnology, among others. Our mission is to simplify the challenges associated with territory mapping and management. With EasyTerritory, sales managers gain the ability to create and adjust their sales representatives' territories seamlessly on an interactive map, enhancing operational efficiency and strategic planning. As a result, organizations can better optimize their resources and drive sales performance.

Description

RoofLink serves as a comprehensive CRM solution specifically designed for roofing industry professionals, equipping them with an extensive array of tools to enhance and automate multiple facets of their business operations. Among its standout features is a built-in roof measuring tool that accurately captures dimensions for gutters, ridge vents, and fencing, which aids in formulating detailed project estimates while also allowing for immediate profit margin assessments. The platform boasts complete inspection functionalities, which help maintain organized records of roofing projects through job photo management and the ability to create polished PDF reports that are ideal for insurance claims. Additionally, the product library is efficiently managed with a pre-loaded supplier database, making it easy to generate estimates, work orders, and material requests straight from the roof measurement tool. RoofLink further enhances sales efforts with its canvassing and lead generation features, permitting teams to allocate and visualize sales territories, strategically avoid overlaps, and incorporate real-time weather and radar information into their planning. This integration of tools not only improves efficiency but also ensures that roofing professionals can respond swiftly to market demands and customer needs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Azure IoT Hub Yes 
Azure SQL Database Yes 
CompanyCam No 
ContractorHUB No 
Dynamics 365 Field Service Yes 
EagleView No 
Enzy No 
Hover No 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Marketing Yes 
Microsoft Excel Yes 
Microsoft Power BI Yes 
QuickBooks Online No 
Stripe No 
SumoQuote No 
Zapier No 

Integrations

Azure IoT Hub No 
Azure SQL Database No 
CompanyCam Yes 
ContractorHUB Yes 
Dynamics 365 Field Service No 
EagleView Yes 
Enzy Yes 
Hover Yes 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Marketing No 
Microsoft Excel No 
Microsoft Power BI No 
QuickBooks Online Yes 
Stripe Yes 
SumoQuote Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

EasyTerritory

Founded

2015

Country

United States

Website

www.easyterritory.com

Vendor Details

Company Name

RoofLink

Founded

2019

Country

United States

Website

rooflink.com

Product Features

Roofing

Aerial Measurement No 
Billing & Invoicing No 
Checklists & Inspections No 
Commercial / Industrial No 
Dispatch Management No 
Lead Management No 
Photo Capture No 
Quotes / Estimates No 
Scheduling No 
Work Order Management No 

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