Track sales pipeline progress by categorizing leads and setting follow-up reminders. Monitor available funds and receive notifications. Simplify management without complex setup or integrations.
Access event information and field collaboration tools in one place. Manage appointment invites, track meeting attendance, and comply with regulatory requirements. View offline event materials and onboard new users with continuous knowledge sharing.
Monitor call activity and track key metrics. Send and receive text messages using a chosen tracking number. Make and manage calls directly within the . Add tags, values, and notes to leads. Organize contacts and view call logs.
Manage pet grooming appointments with scheduling tools and customer records. Send SMS and phone call reminders. Track pet and client details. Confirm appointments and receive instant updates. Sync data across devices for real-time access.
Manage leads by assigning and viewing them instantly. Confirm appointments to connect with buyers and sellers quickly. Track status updates and communicate with Concierge and Agent Relationship Management teams.
Manage appointments, schedule staff hours, and plan customer meetings. Chat with employees and customers in real time. Sync calendar data across devices and access updates from any location.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
The app displays account balances and details in real-time, along with transaction history. Users can complete funds transfers, pay bills, and deposit checks.
Manage sales pipelines and track opportunities with daily overviews. Create and manage activities and appointments. Send emails and make calls directly. Monitor customer interactions and generate statistics. Sync with CRM data for real-time updates.