Manage contacts from address books, emails, and calendars. Merge data with database for unified relationship management. Track prospecting, qualifying, and meeting activities. Log follow-ups and project progress.
Manage contacts and track leads with customizable fields. Send emails and texts using pre-set templates. Schedule calls and sync calendar events. Monitor pipeline progress and set reminders. Share documents and notes securely.
Review patient referrals directly from your mobile device. Access referral data from hospitals and health systems. View patient information and care options. Update patient status and communicate with care teams.
Manage customer interactions by chatting live with prospects and leads anytime, anywhere. Record and share personalized videos remotely. Receive instant notifications for website visits or views. Automatically schedule follow-ups.
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Create and customize cards with contact details, social media links, and attached documents. Share via SMS, email, or social media. Manage and organize contacts through a personal Prospect Center.
Manage mortgage leads with in- communication via phone or SMS. Distribute leads, automate marketing, and integrate with loan origination systems. Track pipeline progress and access real-time data for lead management.
Manage expenses by capturing receipts with the device camera and reviewing submitted claims. Access real-time financial and operational data from any web browser on iOS devices. Track inventory, sales, and purchases across departments.
Match referrals, secure financing, ensure e-signatures
Real estate can access platform features on mobile. Receive instant notifications for new referrals, assign them to team members, and communicate with clients. Track referrals, manage client interactions, and streamline closing processes.