Manage leads and deals with a visual interface. View and update lead details, track deal progress, and set reminders. Access contact information and communication history. Sync data across devices and receive notifications for new messages.
The app facilitates and manages business with account information, a business calendar, and a summary dashboard. Users can scan business cards, navigate to meetings, and send quick notes.
Manage operations with offline functionality and paperless workflows. Clock in and track job time accurately. Capture before and after photos. Access job notes, checklists, and routes. Navigate a clean interface.
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.
The app provides mobile access to Baseplan Enterprise CRM data. Users can create, view, and edit information in real time from their SQL Server database.
