Manage borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
Track and measure roof dimensions using a sketch tool and positioning features. Preview roofs on maps or import images/blueprints. Save measurements and label lines. Take and save photos for documentation.
Track project leads and access insights for renovation projects. Manage client communications and update project statuses. Share project details with team members and view real-time updates.
Manage job costs with detailed estimates and task breakdowns. Create and send quotes and invoices efficiently. Track time and expenses across multiple methods. Monitor job profitability in real-time. Accept online payments for faster cash flow.
Manage documents and projects from mobile or desktop. Version drawings and specs by revision date. Automatically sync markups across all users in real time. Upload and organize files, track revisions, and access latest documents instantly.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Access and customer messages from iPhone or iPad. View all interactions in one place. Reply to messages, categorize contacts, and manage customer inquiries directly within the .
Manage and organize data across multiple databases. Create, edit, and view records in real-time. Collaborate with teams, set permissions, and sync data across devices. Access all databases from the web directly on mobile.
Sync calendar, automate sales, send messages, track
Manage leads and sales pipelines with automation tools. Sync Google calendar, generate reports, send and receive calls and texts. Set up sales processes and track progress.
Create tasks and manage projects with customizable workflows. Track business processes and organize data in a visual interface. Handle documents, spreadsheets, and databases within a single platform.