Quickly add and update customer information. Manage leads and tasks on the go. Receive push notifications. Send and receive text messages and emails. Search and view inventory details.
Access CRM data and make calls directly from the . View and prioritize leads and contacts. Dial contacts automatically based on importance. Group contacts by hashtags or custom sets. Use Bluetooth for hands-free calls while moving.
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.
Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
