Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Manage by syncing with and across iPhone, iPad, and Mac devices. View and calendar events together. Organize with subtasks and set location-based reminders. Create repeating like "Pay bills" weekly.
Manage leads with instant push notifications and 1-touch access to details. Communicate via call, text, or email. Send mass messages and share properties directly. Create and edit saved searches. Filter and sort leads for efficient task management.
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
View work schedule and book shifts. Apply for leave and send notices of interest. Read and send Qmail, view news posts, and access colleagues' contact info. Execute tasks, punch in/out, and manage time reports.
Discover CliftonStrengths through assessments and insights. Share strengths with contacts to enhance relationships. Receive notifications when others share their strengths. Track progress and set goals for personal development.
Manage customer support tickets with priority settings and status updates. View and respond to messages, assign tickets, and track resolution progress. Access customer history and conversation logs.
Use AI to automate task planning and daily . Set smart notifications for to-do items. Collaborate with team members. Schedule meetings with one click. Add via Siri. Create and manage documents.
Create and manage tasks and to-dos with priority settings and due dates. Assign tasks to team members and set reminders. Track project progress with timelines and Gantt charts. Collaborate in real-time with comments and file attachments.
Match referrals, secure financing, ensure e-signatures
Real estate can access platform features on mobile. Receive instant notifications for new referrals, assign them to team members, and communicate with clients. Track referrals, manage client interactions, and streamline closing processes.
Plan projects using natural gesture controls on charts. Sync and share projects across devices and teams. Integrate with Microsoft Plan. Store projects locally or in iCloud Drive. Update features based on user feedback and industry practices.
Sync from or Gmail to your iPhone. Manage to-do lists, create new , and set priorities. Track flagged items and advanced task properties. View and update on the go. Keep task lists in sync across devices.
Make and receive calls, check availability, chat with colleagues, host or join meetings, and manage voicemails. Access contact lists, send messages, and view call logs. Integrate with UC system for unified communication.
Manage calls, chats, and meetings from a single . View contact availability, host or join virtual meetings, and access voicemails. Send and receive messages, schedule calls, and collaborate remotely with team members.
Create structured with multi-level document management and color tags for quick highlights. Add password protection for secure notes. Sync across Mac, iPhone, and iPad using iCloud. Share documents and use intuitive gestures for editing.
Organize tasks, projects, customers, and documents in a customizable workspace. Create and assign tasks, track progress, and link related items. Collaborate in real-time, set deadlines, and manage workflows.
Design Instagram feeds with grid patterns, drag-and-drop posts, and carousel rearrangement. Edit and adjust photos and videos. Access over 200 ideas, 1000 hashtags, 100 captions, and 100 bio profiles.