Manage customer data in a centralized database. Create and update tasks, track contact moments like touchpoints and appointments. Monitor follow-up progress and schedule next steps to ensure timely communication.
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 listings, leads, and contacts on the go. Schedule and view events and viewings. Update information instantly. Sync data across devices. Track contacts and manage appointments.
Create and edit assessments with AI-assisted tools for data input and modification. Manage assessment workflows, track progress, and generate reports. Collaborate with team members and export results in multiple formats.
