Manage contacts, track deals, and organize workflows
Manage contacts, track leads, and organize client information. Schedule follow-ups and send reminders. Collaborate with team members through shared dashboards and task assignments. Generate reports and analyze sales performance.
by BROKER 360 LLC★ 4.932 ratingsProductivityFreeData updated 2026-09-06
View deals and track their progress with real-time updates. Access and listen to calls offline. Share calls with team members. Comment on calls directly. Sync with desktop for consistent data. Set reminders for follow-ups. Export call transcripts.
Manage projects with automated task assignments and progress tracking. Set deadlines and priorities. Generate reports and collaborate in real-time. Integrate with calendar and email for seamless workflow synchronization.
Manage sales scripts with one-tap access to pre-written snippets for icebreakers, compliments, and follow-ups. Track customer interactions and manage follow-ups through a lightweight CRM. Send reminders and avoid ghosting with automated messaging.
Manage and customers with contact details, notes, tasks, labels, and reminders. Capture customer information on the go. Send price quotes and track interactions. Sync with People Insights for lead details. Set reminders and organize tasks.
Manage preconstruction tasks with team collaboration tools. Track contacts and stay connected with clients. Organize project pursuits and streamline communication across the team.
Communicate through messages, assign and track tasks, store files, and schedule meetings. Add , organize workflows, and collaborate with team members or freelancers in one platform.
Manage contacts detailed relationship notes and custom categories. Schedule and send messages, set reminders, and track interactions. Share updates and receive notifications about contact activity. Sync across devices and integrate calendar events.
The app provides dealership salespeople and managers with tools to manage phone leads. Users can receive missed call alerts, review call recordings, and generate reports on the go.
Manage leads with contact tracking, task assignment, and deal progress monitoring. Set reminders, generate reports, and integrate with calendar apps for scheduling meetings and follow-ups.
Manage leads, prospects, and deals with real-time updates on notes, statuses, and deals. Add tasks, tag teammates, and map local contacts for sales visits. Create quotes directly from the and voice dictate notes to update statuses.
Manage contracting projects with task tracking, client communication, and document storage. Generate estimates, create invoices, and track expenses. Capture and organize photos for job sites. Set reminders and monitor project timelines.
Manage customer support tasks on the go with real-time message tracking and inbox management. Access omni-channel support features, respond to inquiries, and collaborate with team members.
Log customer interactions and notes directly from the field. Track sales progress and performance metrics. Manage leads and update customer information in real time. Generate optimized sales routes based on territory data and travel patterns.
Plan and manage events with real-time data tracking and interactive features. Monitor attendee engagement through wearables. Customize elements with interactive tools. Collect and analyze performance metrics for each activity.
Access real-time financial data from deal books, earnings, and CRM. Retrieve instant answers to critical queries. Securely view board decks and investment research. Share insights and collaborate with team members.
Organize information with smart categorization. Search and filter contacts by name, company, or group. Export lists and sync across devices. Set reminders for follow-ups and note important details.