Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
Search for properties with customizable filters and real-time updates. View detailed listings with photos and virtual tours. with agents to schedule showings or ask questions. Save favorites and track price changes.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Capture and qualify leads by scanning business cards, digital cards, or event badges. Extract contact information automatically. Save and organize leads in a centralized database. Share leads directly with CRM systems or email.
Track company and contact history. Dictate meeting notes. Create and manage follow-up tasks. Update opportunities and quotations. Streamline project management. Organize to-do lists. Access data via web or mobile.
Manage customer relationships with CRM tools for sales, deals, quotes, and invoices. Create custom forms to collect data. Schedule and assign jobs. Log and track time with timesheet features. Sync data across mobile and cloud platforms.