Manage client interactions by viewing engagement with agent marketing. Register open house attendees and receive notifications for daily tasks, client birthdays, and home anniversaries. Track client activity and stay updated on real estate leads.
Manage customer support across social media, live chat, and e-commerce platforms from a single inbox. Reply to messages, manage WooCommerce and Shopify orders, and view customer data during conversations.
Access customer data and track pending applications
Access customer and policy details securely. Follow up on pending applications remotely. View and update application statuses. Share documents and communicate with team members. Manage tasks and track progress.
