Manage and monitor products through a client portal. Track inventory, analyze sales data, and view product performance metrics. Set up alerts for stock levels and generate reports for marketing purposes.
Managers can check attendance, update schedules, approve timecards, and monitor overtime. Employees can clock in and out, check schedules, and view pay statements.
Match referrals, secure financing, ensure e-signatures
Real estate can access platform features on mobile. Receive instant notifications for new referrals, assign them to team members, and communicate with clients. Track referrals, manage client interactions, and streamline closing processes.
Manage accounts by viewing statements, tracking income and expenses, and analyzing cash flow. Make payments to contractors, suppliers, and partners with secure transactions and customizable templates.
Scheduling: Manage appointments and track employee assignments through an intuitive calendar. Messaging: Streamline internal communication with real-time chat and notifications.
Manage listings, track deals, and close transactions
Manage real estate transactions with document signing, contract tracking, and task automation. Schedule appointments, send property details, and monitor deal progress. Integrate AI assistant for guidance and streamline client communication.
Track employee expenses with cash and credit card registration. Log mileage via GPS or manually. Record hours, holidays, and absences. Manage travel allowances and generate reports. Set up approval workflows between employees, managers, and finance.
Send personalized messages to multiple contacts quickly. Manage group chats without reply-all confusion. Schedule and send bulk SMS messages. Edit content before sending. View recipient lists and history.
Users can apply for mortgages online, receive competitive loan offers from multiple lenders, and track application progress. can invite preferred lenders to the platform and assist clients with loan terms and rates.
Employees can access attestation forms and submit health-related requests. Track injury reports and illness cases. Receive case management updates and guidance. Initiate return-to-work processes with healthcare professionals.
Manage real estate transactions by starting, tracking, notarizing, and closing deals. Access documents, communicate with parties, and monitor progress in real time. Share information securely and stay updated on transaction status.
Create invoices, receipts, estimates, quotes, and delivery notes with customizable templates. Add client details, itemized lists, and payment terms. Export documents in PDF and printable formats. Track payments and send reminders via email.
Manage service business operations with real-time employee tracking, scheduling, and invoicing. Create and send quotes, track job progress, and generate reports. Set custom pricing and manage client communications directly through the .
Manage vehicle inspections, , and compliance with digital checklists, schedule service reminders, and track repair history. Log results, generate reports, and monitor compliance status in real time.