Manage customer interactions with shared contact records, track sales pipelines, and analyze marketing performance. Create and send emails, schedule calls, and log activities. Sync data across Sales and Marketing tools for real-time insights.
The app provides tools for agents to manage leads, communicate intelligently, and organize tasks. It offers features for team management, listing updates, and accessing resources for business operations.
Create a profile with name, photo, and company details. Post referrals with deal specifics. Browse active referrals and apply. Track status and receive updates. Build professional connections for closed deals.
Receive real-time lead alerts and manage new leads directly. View property locations and details. Access enhanced features for lead engagement and property exploration.
Manage customer interactions with live chat and AI chatbots. Send quick responses during conversations. Monitor and generate leads. Access help desk tools for ticket management and customer support. Track chat history and analytics.
Manage leads by updating status, taking notes, sending emails, capturing quotes, or selling policies directly. Track sales and daily goals with real-time notifications. Organize tasks and access all features remotely from any location.
Scan attendee leads onsite using a device. Manually enter leads without badges. Rate leads on a scale of 1 to 5. Send documents and weblinks directly to leads. Take notes on each lead. Sync data with ’s OnSite Solutions platform.
Connect with qualified leads by filtering buyer and seller inquiries to identify transaction-ready referrals. Share client information directly with agents.
Manage leads by assigning and viewing them instantly. Confirm appointments to connect with buyers and sellers quickly. Track status updates and communicate with Concierge and Agent Relationship Management teams.
Sales reps can view assigned territories on satellite maps, log door knocks with GPS, submit leads instantly, track performance stats, monitor commissions and closed deals, and check team activity in real time.