Manage appointments by viewing, filtering, creating, and editing them through a calendar interface. Check in and out patients, track appointments, and update patient details. Add new patients and manage their information within the .
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.
Manage leads with customizable workflows and AI-driven matching. Track client interactions via email integration. Update details and manage deals directly from the . Set reminders and monitor sales pipelines in real time.
