Manage client interactions by viewing engagement with agent marketing. Register open house attendees and receive notifications for daily tasks, client birthdays, and home anniversaries. Track client activity and stay updated on real estate leads.
Track clients, manage sessions, and streamline workflows
Track sessions with history and notes. Schedule future sessions, single or recurring. Automatically send reminders and update availability. Manage information and details. Export logs and generate reports.
Manage social media, text, and messaging for financial services professionals. Create and schedule automated campaigns. Access corporate content and engage in compliant 1:1 and 1:many outreach. Monitor interactions and track campaign performance.
