Track company and contact history. Dictate meeting notes. Create and manage follow-up tasks. Update opportunities and quotations. Streamline project management. Organize to-do lists. Access data via web or mobile.
The app allows users to view and manage deals and leads from any location. Users can create, request credit scores, get payoff quotes, and message finance sources.
Manage sales and customer service tasks with a calendar and activity tracker for meetings, calls, and tasks. Check GPS location on Google Maps for customer sites. Access leads, opportunities, accounts, contacts, and sales orders.
Access dashboards, calendars, activities, tasks, opportunities, and contacts directly. Manage CRM data on the go. Sync with TDF and systems. View and update key metrics in real time. Navigate between modules for efficient workflow.
Create custom apps from spreadsheets for team use, even offline. Edit and view data directly in Excel or Google Sheets. Automate workflows without coding. Share and collaborate in real time. Sync data across devices. Export reports and track changes.
Manage leads with automated follow-ups via WhatsApp, text, and phone calls. Track interactions, set reminders, and monitor team activity in real time. Export data and generate reports. Integrate with Meta Business tools for messaging and analytics.
Manage contacts, track deals, and streamline workflows
Manage customer interactions, track sales pipelines, and organize property portfolios. Log site visits digitally, assign tasks, and monitor project progress. Share documents and communicate with stakeholders through integrated messaging.
Sync SMS, calls, Facebook messages, Instagram DMs, and Google My Business messages into one feed. Track opportunities to organize sales pipelines. Schedule appointments and send automated reminders to prospects.
Access customer data from the NS database to manage CRM, add new deals, and track a pipeline. Approve deals, conduct construction inspections, and capture property photos for origination or asset management.