View key metrics like sales summaries and client balances on a main dashboard. Access detailed performance reports including sales, inventory, and account statements. Track sales reps in real-time on a map.
Manage territory with mapping tools to plan customer visits and view appointments as routes. Visualize contacts geographically, optimize travel paths, and track progress during trips.
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
Create and manage invoices, quotes, and sales orders. Track payments and send reminders. Generate reports on unpaid invoices and sales. Email, print, or fax documents directly. Send client statements and recurring invoices.
Plan and optimize - delivery routes by adding stops and calculating the most efficient path. View estimated time of arrival and adjust routes in real-time. Track vehicle locations and monitor delivery status.
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
The app provides mobile access to CRM data, supporting online and offline functionality. It enables users to view, create, delete, and modify data without an internet connection, integrating features like photo capturing and route planning.
Match referrals, secure financing, ensure e-signatures
Real estate can access platform features on mobile. Receive instant notifications for new referrals, assign them to team members, and communicate with clients. Track referrals, manage client interactions, and streamline closing processes.
Track , customers, and products in one place. Record transactions, manage inventory, and view history. Set up customer profiles, categorize products, and monitor expenses. Generate reports and sync data across devices.