Manage client interactions by viewing engagement with marketing materials. Register open house attendees and track task notifications. Receive alerts for client birthdays, home anniversaries, and activity updates.
Track operational lag and analyze performance gaps
Track customer acquisition cost, marketing return on investment, and employee efficiency rate. Analyze performance gaps and identify areas for improvement. Export reports and set alerts for key metrics.
Manage contacts with detailed profiles, notes, and communication history. Track leads through customizable pipelines and set follow-up reminders. Log sales activities, monitor deal progress, and generate reports.
