Access customer data from the NS database to manage CRM, add new deals, and track a pipeline. Approve deals, conduct construction inspections, and capture property photos for origination or asset management.
Manage customer support tickets with priority settings and status updates. View and respond to messages, assign tickets, and track resolution progress. Access customer history and conversation logs.
Track and manage and professional relationships with reminders and notes. Set recurring messages to stay in touch. Store important details like names and relationships. Sync across devices and view relationship timelines.
