Manage business tasks and HR operations on mobile devices. Access and update data in real-time. Sync with desktop software for consistent information. View and edit documents remotely. Collaborate with team members across different locations.
Manage customer data by searching and adding contacts. Scan driver's licenses or VINs for quick lookups. Find inventory and send follow-up texts or videos. Complete daily tasks offline and access CRM features on the go.
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Access and manage contacts, tasks, opportunities, and projects offline. View recent activity and updates from teammates. Add or update data on the go. Track communications and deadlines. Sync with online CRM.
Create estimates and invoices with customizable templates. Add images and descriptions to proposals. Accept payments via credit cards and PayPal. Send documents via email or SMS. Track payments and manage team activities.
Access real-time data and update records on the go. View personalized insights from reports, lists, tasks, and events. Track customer and prospect information for a 360-degree view. Manage forecasts and key metrics directly within the .
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.
Estimate projects instantly and manage tasks efficiently
Create estimates using AI tools. Input project details to generate accurate cost calculations. Manage project timelines and budgets. nd send client proposals with detailed breakdowns. Track job progress and update project status in real time.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Manage customer support tickets with priority settings and status updates. View and respond to messages, assign tickets, and track resolution progress. Access customer history and conversation logs.
Manage real estate leads with real-time tracking of property views, saved searches, and contact requests. Set reminders and add notes to leads. Access a dedicated concierge team for lead nurturing and alert setup.
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.