Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.
The app allows users to manage accounts and contacts from a mobile device. Users can add new accounts, complete tasks, make calls, send messages, and update information.
Make and receive calls automatically using call lists. Log call details and send follow-up emails or texts. Schedule calls with a planner, track performance metrics, and share leads with team members. Analyze call data and generate reports.
Manage contacts, track interactions, sync data across
Manage contacts and client history with centralized data storage. Track interactions, set follow-up reminders, and share updates with team members. Integrate with other business tools for data synchronization and workflow automation.
Access contact database and property details from a mobile device. View real-time updates and receive push notifications. Create Open House Registration Forms to capture leads quickly.
Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.