Manage client interactions by viewing engagement with marketing materials. Register open house attendees and track task notifications. Receive alerts for client birthdays, home anniversaries, and activity updates.
The app provides field sales CRM features for managing accounts, optimizing routes, and logging activity. It supports various field teams and integrates with other CRMs.
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.
Create and manage sales with drag-and-drop builders. Automate email sequences and lead nurturing. Track conversions and analytics. Integrate with payment gateways and CRM tools. Customize templates for branding.
Register open houses, track client interactions, send
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and receive notifications for tasks, birthdays, and client activity.
Create and manage marketing campaigns using automation tools. Generate leads through text and email. Schedule appointments and track interactions. Integrate with CRM for lead management and analytics.