Access contact database and property details from a phone. View real-time updates and receive push notifications. Capture leads using an open house registration form. Sync data across devices. Export contact information.
Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
The app allows users to manage accounts and contacts from a mobile device. Users can add new accounts, complete tasks, make calls, send messages, and update information.
Track sales opportunities and validate leads. Manage territories and organize in-field activities with gamification features. Monitor team performance through leaderboards and manage team members.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Schedule appointments online with customizable booking widgets. Manage calendars, send reminders, and track client history. Integrate with business tools for marketing and operations. Handle payments and generate reports.
Manage contacts, track interactions, sync data across
Manage contacts and client history with centralized data storage. Track interactions, set follow-up reminders, and share updates with team members. Integrate with other business tools for data synchronization and workflow automation.
Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
Manage real estate leads with automated workflows. Accept, update, and assign leads directly from mobile. Set marketing campaigns and follow-up reminders. Track lead progress and business operations on the go.