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.
Capture customer specifications to configure manufacturable products with accurate pricing. Generate quote comparisons with different options and financing offers. Create proposal and contract documents for customers.
Access training materials including on-demand classes, new-agent foundations, investment training, and step-by-step tutorials. Retrieve brokerage resources such as forms, guides, office information, and required tools.
The app allows for the distribution and updating of presentations and marketing material to iPhones or iPads. Material is downloaded to the device, requiring no internet connection during presentations.
View modules, stream podcasts, and receive notifications. Share trackable files like videos and documents. Record and submit role-plays for feedback. Access sales content and practices on mobile.
View and capture daily reports, RFIs, punch lists, and open issues. Access construction plans and photos. Share updates via iOS device. Work offline with automatic sync when connected. Track meetings and minutes.