Manage customer relationships with contact tracking and sales pipelines. Handle with task assignments and progress tracking. Process invoices and manage billing. Create and assign support cases. Integrate with calendar for scheduling.
Manage real estate leads throughout their lifecycle with lead tracking, activity logging, and deal progress monitoring. Sync leads with your website for real-time updates. Access lead details, notes, and communication history on-the-go.
Manage candidates, clients, and contacts. Share job listings on a website. Send and receive emails. Parse resumes from emails. Post jobs automatically. Set email triggers. Perform boolean searches. Track job board postings.
The app offers a CRM designed for the alcohol industry to help users sell more. It provides features like a social wall, activities, tasks, and an accounts map, all within a user-friendly interface.
Manage client interactions by viewing engagement with agent marketing. Register open house attendees and receive notifications for daily tasks, client birthdays, and home anniversaries. Track client activity and stay updated on real estate leads.
Manage customer interactions and sales opportunities on-the-go. Access contacts, schedule appointments, send emails, and update tasks. Track communication and stay organized while managing business operations remotely.
Manage customer data by adding or updating contacts, creating new records, or closing deals. Access up-to-date information for meetings. Integrate with Dynamics 365 and Power Platform for seamless workflow.