Manage emails with predictive filing to document systems or folders. Sort inboxes by importance and sender. Receive real-time warnings for potential misdirected emails. Automatically track time spent on client interactions.
Register open houses, track client interactions, send
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and receive notifications for tasks, birthdays, and client activity.
Manage account details, register for classes, and process payments. Receive notifications about registration openings, special announcements, and upcoming events. View event schedules and access course materials directly from the .
