Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Sync data across devices. Track progress with customizable dashboards. Generate reports and manage leads.
Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.
View a list of opportunities and manage sales pipelines. Assign and track tasks with automated updates. Receive real-time alerts on key performance indicators. Use predictive analytics to improve sales strategies and team performance.
Access real estate lead lists with one click, including distressed and off-market properties nationwide. Use skip tracing to find accurate contact information. View nearby property sales and generate shareable CMAs.
Manage borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
Track prospects and contacts with customizable fields and notes. Add photos and set follow-up reminders. Export contacts to Excel for sharing with downlines. Sync data across devices and manage client interactions.
Connect with qualified leads by filtering buyer and seller inquiries to identify transaction-ready referrals. Share client information directly with agents.
Manage conversations, bookings, and payments in one
Manage customer interactions with real-time messaging, bookings, and reviews. Handle payments and marketing automations within a unified dashboard. Schedule appointments and sync team communications across channels, including SMS and social media.
Make and receive calls automatically using call lists. Log call details and send follow-up emails or texts. Schedule calls with a planner, track performance metrics, and share leads with team members. Analyze call data and generate reports.
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.
Scan and archive cards using OCR technology. Extract contact information including name, title, phone number, and email. Save contacts to device or cloud. Search and organize saved contacts. Share contact details via email or messaging.
Track and measure roof dimensions using a sketch tool and positioning features. Preview roofs on maps or import images/blueprints. Save measurements and label lines. Take and save photos for documentation.