Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Track event sales, inventory, and attendance in real time. View upcoming or past events, use event groups and bookmarks to organize data. Export and share performance . Access insights and check event details remotely.
Manage social media, text, and messaging for financial services professionals. Create and schedule automated campaigns. Access corporate content and engage in compliant 1:1 and 1:many outreach. Monitor interactions and track campaign performance.
Monitor shipments and review load details. Accept or reject shipment tenders. Schedule appointments and set alerts. Capture proof of delivery. Collaborate with partners through chat. Add facility addresses. Manage alerts and track delivery status.
Manage cases, track deadlines, and share documents
Manage legal cases with task tracking, document storage, and calendar integration. Assign tasks to team members, set deadlines, and access case files securely. Sync with legal case management system for real-time updates and collaboration.
Attend sessions, manage schedule, network with peers
Access agenda, register for sessions, manage personal schedule, view speaker information, and connect with other attendees. Search for sessions by topic or time. Sync schedule updates in real-time.
Access MLS data with fast, integrated property searches. Retrieve real-time updates and sync with RMLSweb. View property details on the go during showings or remote work.