Manage leads by creating and assigning tasks. Engage customers through in- messaging and surveys. Promote brand content with customizable templates. Track field activities and receive real-time updates. Share insights through customizable reports.
Access real-time sales metrics including total merchants, portfolio processing volume, and upcoming appointments. View detailed payroll reports and residual history. Manage appointments and track performance data directly from the field.
Manage leads by assigning and viewing them instantly. Confirm appointments to connect with buyers and sellers quickly. Track status updates and communicate with Concierge and Agent Relationship Management teams.
Stay connected with customers by messaging them anytime. Capture leads proactively and assign conversations to team members or departments. View contact details, send email follow-ups from chats, and set conversation statuses.
