Track income, expenses, and wallets across devices
Manage personal and business finances across multiple platforms. Create and organize wallets for income, expenses, budgets, or specific goals. Track transactions, set budgets, and monitor spending.
Translate and interpret conversations in real time across 60+ languages. Display bilingual text on dual screens. Generate meeting notes and play AI voice translations. Sync account across devices. New users receive a 40-minute free trial.
Manage client communications with bulk text messaging for personalized outreach. Create and manage Scope of Appointment documents. Track appointments and client interactions. Access policy information and submission tools.
Monitor and complete dealership tasks with role-specific alerts. Access customer data including personalized offers and engagement history. Communicate with team members and customers. Manage calendar events and review reports.
Identify personal and team dynamics to enhance collaboration. Provide insights for better meetings and communication. Offer strategies to manage conflict and improve workplace effectiveness. Adjust approaches based on individual and team .
Track employee attendance automatically with real-time updates. Set shift schedules and monitor punctuality. Generate reports and integrate with existing systems for accurate workforce management.
Monitor call activity and track key metrics. Send and receive text messages using a chosen tracking number. Make and manage calls directly within the . Add tags, values, and notes to leads. Organize contacts and view call logs.
Create and send personalized emails to clients with preview pages. Filter contacts by interest and location. Track email and text engagement metrics. Access artwork inventory from any location.
Track deals with goal setting and performance metrics. Monitor deal progress and team activity. Use gamified leaderboards for competitive engagement. Manage referrals and customize branding for brokerages. Sync across multiple offices and teams.
Create custom AI trained on business processes, knowledge, and brand voice. Handle sales, marketing, customer support, and coordination tasks. Integrate AI with human workflows for efficient collaboration.
Secure messaging for board members and executives allows direct communication within a closed loop environment. Enable end-to-end encryption, set access controls, and integrate with board materials.