Connected workflow
Katch Leads handles phone calls, connected email, and website inquiries. POG ERP connects the resulting opportunity to its quote, agreement, scheduled work, invoice, payment, and receipt.
See how Katch Leads and POG ERP connect customer engagement to the work, the sale, and the financial record.
Katch Leads responds to inquiries from your configured channels. Kloe answers routed phone calls; integrated email and connected website forms bring written inquiries into the same pipeline.
Your team moves the opportunity through the sales pipeline with a quote and agreement tied to the customer.
Use availability and scheduling to organize the work, with your configured booking rules and owner review.
Finish the sale in POG ERP and retain the transaction history alongside the original customer and job.
PotomacOps is used by its own team and in an independent landscaping operation. The anonymized example shows active field-service use without presenting a performance guarantee.
View the operating exampleBusiness-identifying details are withheld. No customer count or performance guarantee is implied.Map the leak, configure the handoffs, then review the operating evidence.
