10 Important Things You Can Do with the AGM Mobile App

Artificial grass installers like us are always on the move. Between meeting with potential clients, managing installation projects, and growing your business, you need tools that keep up with your busy lifestyle. That's where the AGM mobile app comes in. This powerhouse app lets you run your entire business from the palm of your hand.

Let's dive into 10 game-changing ways to use the AGM mobile app to work smarter, not harder, wherever you are.

1. Instantly Capture Leads

When you're out in the field, the last thing you want to do is let a hot lead slip through your fingers. With the AGM mobile app, you can add a new lead the moment you get their info.

Simply open the app, tap "Contacts", and select "Add Contact". Enter their name, email, phone number, and any notes about their project. Boom! You've captured a new lead in less than a minute. No more scribbling on napkins or hoping you'll remember to add them later.

2. Quickly Follow Up with Leads

Speaking of leads, how many times have you met a potential client, promised to follow up, but then got swamped with other tasks? With AGM's mobile app, you can send a follow-up text or email right after your meeting.

Find the contact you just added, select "Send SMS" or "Send Email", and fire off a quick message. Something as simple as "Great meeting you today! I'll get that quote over to you ASAP" can make a huge impression. Your speedy response shows you're on top of your game.

3. Access Client Info On the Go

Can't remember the last name of that client you met last week? No worries. The AGM mobile app puts all your customer data right at your fingertips.

Open the app and head to the "Contacts" section. You can search by name, email, phone number, or even tags (like "Interested in Pet-Friendly Turf"). Once you find the right contact, you'll see all the key details about them and their project.

4. Check Project Statuses

When you're juggling multiple artificial grass installations, it's easy to lose track of where each one stands. But with AGM's mobile app, you've got a pocket-sized project manager.

Tap on "Deals" to see a list of all your current projects. You can see which stage each one is in (like "Proposal Sent" or "Installation Scheduled"), as well as key details like the client name and project value. Need to drill down further? Just tap on a specific deal for all the nitty-gritty info.

5. Send Proposals and Contracts

Landed a new project? Get the ball rolling faster by sending over the proposal and contract right from the AGM mobile app.

Find the contact or deal you need, tap "More", and select "Attach File". Choose the proposal or contract from your phone (pro tip: keep templates in your Google Drive for easy access!), and hit send. Your client can review and sign the docs electronically, so you can kick off the project in record time.

6. Schedule Site Visits

No more phone tag or endless email chains to schedule a site visit. With AGM's mobile app, you can book appointments right then and there.

In a contact's record, select "Schedule Appointment". Pick a date and time, add a description (like "Site visit to measure backyard"), and send the invite. The app will automatically add it to your calendar and send a confirmation to the client. Easy peasy.

7. Snap and Store Project Photos

They say a picture's worth a thousand words. With AGM's mobile app, it's also worth its weight in gold for staying organized.

When you're out on a job site, use the app to snap photos of the space before, during, and after the installation. You can attach these pics directly to the client's record or the deal. This creates a visual history of the project, which is clutch for reference or if any issues pop up down the line.

8. Manage Your Team's Tasks

Got a crew to keep in sync? The AGM mobile app makes it a breeze. You can assign tasks to team members, like "Pick up supplies for Johnson project" or "Send follow-up email to Smith prospects".

Your team will get a notification, and you can track the status of each task. No more wondering if something slipped through the cracks or waiting for progress updates.

9. Track Your Pipelines

Want a bird's-eye view of your business? Head to the "Pipelines" section of the AGM mobile app. Here you'll see a snapshot of where all your deals stand, from "Contact Made" to "Invoice Sent".

You can filter by pipeline stage, owner, or date range to drill down into the details. This high-level view is perfect for spotting bottlenecks, forecasting revenue, and keeping your finger on the pulse of your biz.

10. Stay Connected with Chat

Got a burning question for your sales manager? Need to loop in your installation crew on a last-minute change? The AGM mobile app's chat feature keeps your whole team connected.

You can shoot a quick message to an individual team member or create group chats for specific projects. All your conversations are stored in one place, so you can easily refer back or catch up on what you missed.

Learn More!

Discover how AGM software is designed for artificial grass installers, by artificial grass installers. Join our Free Community or Book a demo today.  Got a question Shoot us a message, and one of our team members will get in touch ASAP! 

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