Manage leads with instant push notifications and 1-touch access to details. Communicate via call, text, or email. Send mass messages and share properties directly. Create and edit saved searches. Filter and sort leads for efficient task management.
View patient messages and call recordings in real time. Access patient and team contact details. Send and receive secure, HIPAA-compliant messages. Chat with team members within the . Manage communication while ensuring data security.
Documents and photos in various formats including PDF, DOC, and JPG. Connect to Wi-Fi printers without drivers. paper documents and them directly. Edit text with a built-in editor and as professional documents.
Record and analyze customer conversations to identify key insights and improve communication. Automatically generate notes from calls. Provide feedback on speaking patterns to enhance service quality and sales effectiveness.
Manage borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
Create and organize with folder management and sorting. Track character count. Switch themes. Share with Twitter, Facebook, and other apps. Back up to iCloud.
Organize and photos using and subfolders. Attach images to and track letter count. Auto-save edits and use an internal browser for note linking. Set dated diaries and view monthly entries. Include widget, password lock, search, and note sharing.
Create and organize notes with text, photos, voice recordings, and drawings. Add diary entries with weather, feelings, or maps. Manage schedules and to-do lists. Sync notes across devices. Share notes via email or cloud services.
Edit and annotate PDFs and Microsoft Office files with tools for highlighting, commenting, and markup. Save and share documents securely. Collaborate in real-time with team members. Access files offline and sync changes automatically.
Check balances and review recent transactions by date, amount, or check number. Schedule one-time bill payments and manage payees. Deposit checks remotely. Transfer funds between accounts. View account details and transaction history.
Track client sessions and capture data in real-time. Complete documentation offline. Use AI-powered note assistance to save time. Streamline workflows for efficient operations. Send receipts and manage client information securely.
Create and edit , spreadsheets, and presentations. Open and view PDFs and Apple files. Save and sync files to cloud services like Dropbox, Box, iCloud, or Nextcloud. Collaborate in real-time with others. Export files in multiple formats.
Documents, receipts, and notes as multipage PDFs. Auto-detect document edges and straighten pages. Add, resize, move, and delete signatures on any page. Email, upload to cloud services, and store files securely.
Collaborate on construction projects by uploading PDF plans and sharing them in real time. Add markups, call-outs, notes, photos, and videos. Track revisions and ensure all team members access the latest version of plans and instructions.
Access and customer messages from iPhone or iPad. View all interactions in one place. Reply to messages, categorize contacts, and manage customer inquiries directly within the .