Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Connect with qualified leads by filtering buyer and seller inquiries to identify transaction-ready referrals. Share client information directly with agents.
Manage conversations, bookings, and payments in one
Manage customer interactions with real-time messaging, bookings, and reviews. Handle payments and marketing automations within a unified dashboard. Schedule appointments and sync team communications across channels, including SMS and social media.
The app monitors and manages omnichannel communications for small business owners. Users receive alerts for new customer requests and can respond or reassign tasks from their phone.
Make and receive calls with a phone number. Access call logs to see who called and who answered. Follow up on missed calls and voicemail messages. Customize greetings and set up call menus. Distribute calls among team members.
Enable remote work by making and receiving calls on a mobile device. Transfer calls between mobile and phone without interruption. Access unified voicemail and call control. View inbound and outbound call activity.
The app allows Partner Signing Agents to manage business on a mobile device. It enables agents to track appointments, accept or decline available appointments, and access client information.
View colleagues' presence status and send secure instant messages. Make and receive voice and video calls using a business phone number. Access call logs and voicemail.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Manage calls, messages, and emails from a single interface. Schedule and send calendar invites. Integrate with team messaging for real-time collaboration. Set custom call routing and voicemail rules. Monitor call logs and analytics.