Manage leads, create and send quotes, process payments, and track project timelines. Schedule appointments, monitor crew payments, and generate invoices. Customize workflows and set user permissions for team access.
Manage client interactions by sending personalized messages and scheduling meetings. Track project progress and assign tasks to team members. Share files and updates in real time. Monitor client activity and receive notifications.
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.
