Manage client relationships with contact tracking, deal pipelines, and activity logs. Schedule follow-ups and send automated emails. Generate reports and forecast revenue. Integrate with calendar and email services.
Manage customer relationships with CRM features, track service routes, generate invoices, set reminders, and communicate via built-in tools. Log service calls and monitor business performance.
Register open houses, track client interactions, send
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and receive notifications for tasks, birthdays, and client activity.
Manage assets with lifecycle tracking, schedule maintenance, and handle rental and leasing processes. Monitor field service activities and integrate with NetSuite CRM for streamlined operations.
