Create and send proposals with customizable templates. Schedule client meetings and manage calendars. Track tasks with checklists and set reminders. Access project data and contracts on the go. Collaborate with team members in real time.
Manage leads by assigning and viewing them instantly. Confirm appointments to connect with buyers and sellers quickly. Track status updates and communicate with Concierge and Agent Relationship Management teams.
Manage business operations with real-time access to create leads, track sales, and view financial statements. Update inventory, send messages, and receive notifications. View performance metrics and access customer information directly from the .