Access and track active client information. Manage referrals and client relationships. Email or call clients directly. Update and share referral details. View referral status and activity logs.
Track projects, manage schedules, and boost productivity
Manage projects with real-time tracking, performance monitoring, and timeline visualization. Schedule employees efficiently with automated workflows and task assignments. Streamline communication and document sharing across teams.
Connect with the team via text, audio, and video messaging, and face-to-face video calls. Access and review financial plans and business strategies. Share files, e-sign documents, and screen share during sessions.
Manage customer relationships with contact tracking, activity logging, and sales pipelines. Create and manage projects with task assignments, deadlines, and progress tracking. Monitor employee performance with time logs and performance metrics.
