Manage sales with real-time transaction processing and inventory tracking. Process payments via multiple methods. Generate receipts and track sales reports. Integrate with back-office systems for inventory and employee management.
Users can book appointments, view advisor profiles, and communicate securely through messaging. Access advice sessions, manage schedules, and track interaction history. Pay for services and receive notifications about upcoming appointments.
Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
Create and customize professional invoices with templates. Track and manage bills for both outstanding and paid transactions. Maintain a detailed client database for business relationships.
