Manage candidates, clients, and contacts. Share job listings on a website. Send and receive emails. Parse resumes from emails. Post jobs automatically. Set email triggers. Perform boolean searches. Track job board postings.
Track deals with goal setting and performance metrics. Monitor deal progress and team activity. Use gamified leaderboards for competitive engagement. Manage referrals and customize branding for brokerages. Sync across multiple offices and teams.
Scan and store business cards digitally with OCR technology. Edit contact details, organize contacts into folders, and search by name or company. Export contacts to email or other apps. Sync across devices and share contact information directly.
The app provides a 360-degree view of firms, offices, and advisors, tracking communication history and market segment performance. It manages CRM activities, schedules calls, and updates contacts for sales preparedness and efficiency.
Manage events with ticket sales and merchandise options. Scan and check-in patrons using a device. Monitor details and access multiple events from a single interface. Pin key events for quick access. Track check-ins and check-outs in real time.
Access CRM data including contacts, projects, sales, and documents. View sales dashboards and pipelines. Update information, schedule or reschedule meetings, and communicate with colleagues. Create and manage diaries.
Manage customer interactions and track payments for kid-led businesses. Create and send invoices, set up recurring payments, and monitor business activity through a web-based CRM. Receive and process customer payments directly.