Manage contacts and calendar events from Outlook or Gmail. Add properties during site visits, update deals in real time, and access contact information before meetings. Sync data across devices and track deal progress.
Manage client interactions by viewing engagement with agent marketing. Register open house attendees and receive notifications for daily tasks, client birthdays, and home anniversaries. Track client activity and stay updated on real estate leads.
Track deals from initial contact to final sale with deal tracking features. Manage customer interactions through lead tools. Organize contacts, notes, and communication history. Generate reports and analyze sales data.
The app transforms an iPad into a mobile sales office. It manages appointments, tracks interactions, creates proposals, and automatically fills PDF paperwork.
Log inquiries, schedule callbacks, track site visits,
Log new inquiries, schedule callbacks, and track site visits. Transfer inquiries between team members for accountability. Generate detailed reports to analyze performance. Request new inquiries to maintain pipeline activity.
Manage customer relationships with contact tracking, activity logging, and sales pipelines. Create and manage projects with task assignments, deadlines, and progress tracking. Monitor employee performance with time logs and performance metrics.
Access dashboards, calendars, activities, tasks, opportunities, and contacts directly. Manage CRM data on the go. Sync with TDF and systems. View and update key metrics in real time. Navigate between modules for efficient workflow.
Manage projects by creating, viewing, and updating tasks. Track progress and deadlines. Share files and communicate with team members. Log leads and send quotes. Secure approvals and access customer data. Sync with desktop CRM for real-time updates.