Manage business referrals by tracking progress and receiving updates. Send client referrals to other agents. Receive inbound referrals from agents in different markets. Prioritize visibility for inbound referrals.
Notes, images, and audio recordings with voice-to-text and text entry. Automatically log time, date, and location for each entry. uthenticity certificates and integrate with case management systems.
Create and send electronic documents for signing. Add signers, set deadlines, and track document status. Sign and download completed agreements. Integrate with other business tools for streamlined workflows.
Convert Excel and CSV files to databases and vice versa without an internet connection. Edit and manage file conversions directly on iOS or macOS devices. Maintain data privacy with end-to-end encryption and storage.
Transform into a productivity tool with 70+ custom actions, on-device AI models for text and vision tasks, encrypted global variables with iCloud sync, and Notion database integration.
Track time by job, project, or client. Auto-sync time entries with budgets. GPS location tracking ensures accuracy. Log expenses with mileage tracking and receipt uploads. Manage invoices, set payment terms, and send reminders.