Track deals with goal setting and performance metrics. Monitor deal progress and team activity. Use gamified leaderboards for competitive engagement. Manage referrals and customize branding for brokerages. Sync across multiple offices and teams.
Manage branches, contacts, and team members from a single interface. Track client and prospect records, schedule appointments, and set reminders. Handle multiple insurance policies and types. Access login details from SMD.
Create surveys, questionnaires, and to collect feedback. Customize templates for customer feedback, safety checks, and sales orders. Work offline and sync data when connected. Set up checklists and inspection .
Mark PDFs with highlights, underlines, and strikethroughs. Customize colors for annotations. Add text, shapes, and notes. Export edited files in PDF format. Share documents directly or save to cloud storage.
