Schedule appointments, manage inventory, access customer data
Access account with login credentials. Schedule appointments, manage inventory, and handle customer interactions. View demo status, transfer inventory, and update customer information. Sync data across devices for real-time updates.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Manage business matters by viewing, searching, and sorting cases. Review details and track progress. Access and update contact information. Create new contacts and maintain client communications.
Manage business tasks remotely with property search by address and location. Access MLS listings, track leads, and communicate with clients through integrated portals. View hotsheet activity and manage client interactions directly from the .
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Manage business referrals by tracking progress and receiving updates. Send client referrals to other agents. Receive inbound referrals from agents in different markets. Prioritize visibility for inbound referrals.