Capture attendee information by scanning badges. Add notes to each for detailed tracking. Qualify leads using custom criteria to prioritize follow-ups.
Access CRM data including contacts, accounts, leads, activities, and custom modules. View and edit records with mobile-optimized layouts. Log calls and meetings directly. Prepare for meetings with quick access to relevant information.
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.
