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 real estate leads with real-time tracking of property views, saved searches, and contact requests. Set reminders and add notes to leads. Access a dedicated concierge team for lead nurturing and alert setup.
Schedule and manage customer conversations across multiple platforms. Create and deploy custom chatbots. Monitor interactions and analytics. Integrate with business systems for seamless data flow.
Perform financial calculations with a full-featured calculator offering amortization, depreciation, and interest computations. Access an audit tape for detailed transaction history. Use unit conversion tools and create worksheets.
Manage requests by creating, approving, or rejecting them. Access knowledge articles and news. View and update request statuses. Use smart ticketing and virtual agent support. Switch between tenants and search for offerings.
Manage project tasks and site issues with offline access to project data. Create, view, and update defects, punch lists, and snags. Pin forms to locations on a sitemap for accurate issue tracking and reporting.