Access CRM data including contacts, accounts, leads, activities, and custom modules. View and edit records with mobile-optimized layouts. Log calls and meetings directly. Prepare for meetings with quick access to relevant information.
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.
Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.