Log calls and tasks, add and manage contacts, set follow-ups, and update deals. Track leads and manage CRM data directly from a mobile device. Keep records organized and accessible on the go.
by CRE OneSource, Inc.★ 5.07 ratingsBusinessFreeData updated 2026-09-06
Request service for instruments by scanning Tags. Log service requests and track upcoming events. Share service details with team members. Manage workload and prepare instruments in advance. View service history and status updates.
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
Manage leads with instant push notifications and access to contact information. Track client interactions and pipeline status. Send messages and update lead statuses directly. Sync with email and calendar for seamless communication.
Manage projects, communicate with teams, and schedule tasks within a single platform. Use AI agents for automation, track time, and collaborate on documents and wikis. Conduct meetings, manage sprints, and access whiteboards and dashboards.
Business "Access eCALC for financial modeling and risk analysis. Perform underwriting tasks, run financial modules, and evaluate risk scenarios. View transaction details and manage underwriting processes remotely."
Access account information from , Cinema Solutions, OneSource, Navigator, and IMM. Approve requisitions, payables, and capital project requests. Review and process invoices, capture invoice images, and manage receiving tasks.