Access and manage leads directly from your phone. Customize CRM settings to streamline outreach and follow-up. Receive qualified leads instantly and organize them for efficient business growth.
Capture attendee information by scanning badges. Add notes to each for detailed tracking. Qualify leads using custom criteria to prioritize follow-ups.
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.
Collect visitor contact information and store notes during houses. Promote events directly from an iPad. Manage unlimited houses and registrants without needing Wi-Fi. Set up quickly and track leads efficiently.
Capture and qualify leads from event attendees. Take notes and record interactions. Retrieve and follow up on leads during and after events. Sync data with a central system for tracking and management.
Capture attendee information by scanning badges or entering IDs. Add notes, follow-up tasks, and answers to questions. Export leads to preferred management software. Use multiple devices for the same event. No internet needed after setup.
Track leads with customizable pipelines and set reminders for follow-ups. Add contacts, notes, and tasks. View deal progress and manage sales stages. Sync across devices and access reports.