Manage and organize data across multiple databases. Create, edit, and view records in real-time. Collaborate with teams, set permissions, and sync data across devices. Access all databases from the web directly on mobile.
Capture leads during events like trade shows or conferences. Sync data with CRM and marketing automation platforms. Nurture prospects automatically. Work offline without internet access. Log and manage leads directly on mobile devices.
Create and manage cards with Apple Wallet integration. Exchange contacts effortlessly and share information instantly. Personalize cards with logos and colors. Manage multiple cards for different roles or businesses.
Book appointments, create proposals, send invoices
Manage customer appointments and job schedules with a dedicated calendar system. Create and send proposals and invoices. Store unlimited photos and project documents. Automatically notify customers and track tasks for window tinting businesses.
Manage business communication with a cloud telephony . Set up accounts and add team members with defined roles. Purchase and assign international phone numbers. Integrate with CRM for call logging and contact management.
Manage and customers with contact details, notes, tasks, labels, and reminders. Capture customer information on the go. Send price quotes and track interactions. Sync with People Insights for lead details. Set reminders and organize tasks.
Collect customer information with customizable forms that work offline. Create and manage -up for trade shows, retail locations, and conferences. Store and export lead data directly from the device.
Manage client interactions by viewing engagement with agent marketing. Register open house attendees and receive notifications for daily tasks, client birthdays, and home anniversaries. Track client activity and stay updated on real estate leads.
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and track task notifications. Receive alerts for client birthdays, home anniversaries, and activity updates.
Create and send invoices by linking to a account. Add customers and line items to generate invoices. Email PDF invoices and include payment links for customers to pay. Track payment status and manage history.
Manage real estate leads with automated workflows. Accept, update, and assign leads directly from mobile. Set marketing campaigns and follow-up reminders. Track lead progress and business operations on the go.