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.
by Starburst Labs, Inc.★ 4.81,651 ratingsBusinessFreeData updated 2026-09-16
The app provides a simplified version of BoondManager for validating timesheets, expenses, and leave requests. It allows access to candidates, resources, CRM contacts, and other modules like Opportunities and Positionnings.
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
Manage client interactions by viewing engagement with agent marketing. Register open house attendees and receive notifications for daily tasks, client birthdays, and home anniversaries. Track client activity and stay updated on real estate leads.
