Manage customer and lead data on the go. Update client information, track activities, and sync with team members. Access CRM data anytime and ensure data security while working remotely.
Manage business tasks remotely with property search by address and location. Access MLS listings, track leads, and communicate with clients through integrated portals. View hotsheet activity and manage client interactions directly from the .
Access contact database and property details from a phone. View real-time updates and receive push notifications. Capture leads using an open house registration form. Sync data across devices. Export contact information.
Capture leads at trade shows and events without an internet connection. Log attendee information directly on a mobile device. Automatically send data to CRM or marketing automation systems. Export contact details in multiple formats.
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 leads and track conversion data to optimize business performance. Automate lead nurturing and member retention. Integrate website, CRM, and Core account for streamlined operations. Monitor lead progress through the sales funnel.
Track leads with detailed profiles, manage attachments and comments, and customize sales conversion settings. View map-based knock records with colored pins, create leads from the map, and access individualized lead lists.
The app provides mobile access to a hosted CRM for sales and service professionals. Users can manage contacts, leads, deals, and activities directly from their iPhone, and access web information and dashboards.
Manage business matters by viewing, searching, and sorting cases. Review details and track progress. Access and update contact information. Create new contacts and maintain client communications.