The app allows for the preparation, sharing, updating, and analysis of sales materials directly on an iPad. Employee and team structures can be set up with minimal effort, and sales materials can be created from existing files for presentations.
Mark locations with colored pins to track knocks and outcomes. Sync with CRM for contact details, notes, and appointments. Use automation and messaging tools to streamline tasks. Pin locations on an intuitive map for easy tracking and identification.
Manage client communications with bulk text messaging for personalized outreach. Create and manage Scope of Appointment documents. Track appointments and client interactions. Access policy information and submission tools.
