Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
Capture and analyze field data with customizable forms and workflows. Track project progress, monitor costs, and share updates in real time. Manage user permissions and configure system settings remotely.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.
Search listings, collaborate, and customize your MLS
ConnectMLS allows users to search for property listings interactively and filter by location. Collaborate with clients in real time. View dynamic smartbar updates and access detailed listing reports. Customize agent and broker branding options.
QR Scanner & Data Manager allows users to scan QR codes for sample tags and documents. It processes and validates diagnostic data in real time. Users can organize field data, manage sample records, and generate reports.
Access documents, schedule meetings, and manage agendas. Share secure files via SharePoint integration. Collaborate in real-time with encrypted messaging. View meeting minutes and vote on proposals. Track action items and deadlines.
Manage cases, track deadlines, and share documents
Manage legal cases with task tracking, document storage, and calendar integration. Assign tasks to team members, set deadlines, and access case files securely. Sync with legal case management system for real-time updates and collaboration.