Capture attendee badges to collect information. Rate and note leads collaboratively. Analyze data and export leads. Function offline and online. Compatible with tablets and mobile devices.
Manage leads by updating status, taking notes, sending emails, capturing quotes, or selling policies directly. Track sales and daily goals with real-time notifications. Organize tasks and access all features remotely from any location.
Manage leads with smart follow-up reminders and track property details with photos. Match leads to properties automatically. Share and discover listings in a broker marketplace. Receive push notifications for important updates.
Capture leads by scanning barcodes at expos or trade shows. Add notes and qualifiers during data entry. Edit lead information and securely transfer data to a lead tracking server for online access.
View lead source metrics and manage leads by creating new entries or reviewing conversation history. Receive push notifications for pending responses. Chat with customers via SMS and Facebook Messenger in real time.
Identify and map high-potential leads within your territory. Set up and optimize routes. Prepare meeting notes and CRM data using AI. Capture and update CRM information in real time. Track progress and manage tasks directly from the .