Manage business operations with lead tracking, client relationship management, and data organization. Create and update client profiles, monitor deal progress, and access real-time analytics.
by Keller Williams Realty, Inc. Mobile★ 4.7124 ratingsBusinessFreeData updated 2026-09-06
Manage and automate campaigns, leads, and opportunities from a single platform. Track customer interactions and support activities. Collaborate with team members and sync data offline for seamless updates. Close deals on the go.
Capture details during interactions. Log notes, set follow-up reminders, and organize contacts by category. Sync data across devices and generate reports to track relationship progress.
Manage client interactions with contact organization, note-taking, and tagging. Send personalized SMS and campaign messages. Schedule and make high-quality calls. Track follow-ups with built-in planning tools.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Manage clients, track workflows, and streamline operations
Manage client projects with real-time updates and task tracking. Automate internal processes to reduce manual work. Coordinate vendor activities through centralized communication and task assignment.
Manage real estate referrals by creating, sharing, and tracking listings. Review competitive bids and monitor referral progress from posting to closing. Maintain client information securely within the platform.
Manage customer interactions with built-in communication tools. Create and send professional estimates and invoices with customizable pricing. Track project progress and manage client approvals digitally.
Schedule and manage real-time video calls, SMS, and phone calls with clients. Access instant matches based on location and preferences. Track property listings and client interactions. Send personalized messages and schedule appointments directly.
Schedule and manage client bookings through targeted neighborhood campaigns. Automate marketing tasks with AI-driven strategies. Receive guaranteed bookings without requiring user input or training.
Log calls and tasks, add and manage contacts, set follow-ups, and update deals. Track leads and manage CRM data directly from a mobile device. Keep records organized and accessible on the go.
Manage contracting projects with task tracking, client communication, and document storage. Generate estimates, create invoices, and track expenses. Capture and organize photos for job sites. Set reminders and monitor project timelines.
Manage sales leads and track performance with analytics. Monitor distributor orders and communication in real time. Handle loyalty program data and streamline order processing. Integrate with existing systems for sales and channel management.
Tattoo studios and artists can manage client intake with custom forms, schedule appointments via integrated calendars, collect deposits automatically at booking, and send automated reminders and confirmations.