Create matters and cards to organize work. Access detailed matter information including correspondence and documents. Record voice memos and send emails. Track critical dates, tasks, and calendar entries.
Manage documents, track payroll, and send correspondence
Manage personnel documents for hiring, transfers, and time off. Create and sign forms within the . View payslips to track salary and bonuses. Communicate with managers, colleagues, and HR. Plan work schedules using a business calendar.
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.
