View employee profiles and contact them via call, text, or email. Approve time off requests and leave balances. Access performance reviews and manage goals. Track attendance and view schedules. Receive notifications and alerts for important updates.
Schedule and manage meetings with automatic recording and unlimited duration. View all events, create new meetings in two clicks, and join sessions or webinars. Ensure stable communication with 99.997% service availability.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
Manage borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Manage client contacts, calendar events, and CRM data on the go. View and update client information, schedule meetings, and track interactions. Sync calendar items and access CRM features from any location.
Manage data with a centralized database. Store contact information, notes, and communication history. Schedule follow-ups and send messages directly. Access details from any location. Sync across devices and share files securely.
Manage email and SMS/Viber campaigns by creating and sending them from iPhone or iPad. Add and view subscriber lists, manually input emails, and track opens and clicks with detailed analytics.