Manage client interactions with customizable workflows and scheduling. Access proprietary content and industry tools for business development. Track contracts and receive personalized updates for business growth.
Make and receive calls using a softphone interface. Send and receive XMPP messages. Check call status and transfer calls using shorthand extensions. Access presence information. Connect over WiFi or cellular data.
Submit property addresses and real estate details to Investments for evaluation. Include information about the property's condition and location. Track submission status and receive referral fees if the property is purchased.
Manage sales and client data with features like storing and tax information, tracking payment terms, and searching addresses on maps. Log sales by customer and zone, save visit summaries, and calculate customer profitability.
Manage leads and client interactions with contact information, notes, and task tracking. Schedule appointments and send messages. Sync with CRM for real-time updates and reporting.
Manage leads with contact details, notes, and follow-up reminders. Create and view maps for client locations. Get turn-by-turn navigation and route optimization for visits. Track progress and update lead statuses in real time.