Manage borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
Manage business calls by making and receiving calls from a personal device. Merge, split, and transfer calls for efficient communication. Send and receive business messages, connect with contacts, and manage conversations directly from the device.
Track prospects and contacts with customizable fields and notes. Add photos and set follow-up reminders. Export contacts to Excel for sharing with downlines. Sync data across devices and manage client interactions.
Manage wait lists with automated queue functions. Send email or SMS updates on queue positions. Allow customers to check in via web URL or QR code scan. Display queue status through a web page. Enable custom call features for queue management.
Manage conversations, bookings, and payments in one
Manage customer interactions with real-time messaging, bookings, and reviews. Handle payments and marketing automations within a unified dashboard. Schedule appointments and sync team communications across channels, including SMS and social media.
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.
Scan business cards to add leads quickly. Track sales progress and set follow-up reminders. Manage leads, plan outreach, and streamline prospecting tasks. Export data and sync with email for seamless lead management.
Make and receive calls using a phone number. Access call history to manage and return business calls. Check and manage voicemail messages. Send and receive text messages. Switch between multiple phone numbers.
Access CRM data and make calls directly from the . View and prioritize leads and contacts. Dial contacts automatically based on importance. Group contacts by hashtags or custom sets. Use Bluetooth for hands-free calls while moving.
Manage email and SMS/Viber campaigns by creating and sending them from iPhone or iPad. Add and view subscriber lists, manually input emails, and track opens and clicks with detailed analytics.