Track leads with customizable pipelines and set reminders for follow-ups. Add contacts, notes, and tasks. View deal progress and manage sales stages. Sync across devices and access reports.
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and track task notifications. Receive alerts for client birthdays, home anniversaries, and activity updates.
Access customer data, manage contacts, and track interactions. Schedule follow-ups and send messages. Sync with web and phone for unified communication. View analytics and update client information in real time.
The app allows users to access CRM data from an iPhone. Users can view, create, delete, and modify data, including contacts, appointments, and sales opportunities.
