Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Accept payments in person, online, or over the phone. Process transactions with card readers, mobile devices, or online links. Manage sales, track inventory, and generate reports. Customize settings for retail, restaurant, or service operations.
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Manage projects, track progress, and streamline communication
Manage construction projects with task tracking, scheduling, and document sharing. Monitor budgets and timelines. Communicate with clients and teams through messaging and file storage. Generate reports and invoices.
Manage employee schedules, track time, and assign tasks through a centralized dashboard. Set shift reminders, approve time off, and communicate with teams via in- messages. Monitor attendance and generate reports on work hours and productivity.
Manage property showings with scheduling, appointment tracking, and feedback collection. Share showing details with clients. Access a dedicated call center for support. Sync showing data across devices. Generate reports on showing activity.
Schedule and manage bookings for both clients and professionals. Automate online booking processes. Track client data, employee schedules, and business finances. Integrate inventory management and CRM features.