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.
Manage sales pipelines by tracking stages and adding notes. Log customer interactions through call, email, and chat records. Automate repetitive tasks with customizable workflows. Integrate CRM with communication tools for unified team collaboration.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Manage business tasks remotely with property search by address and location. Access MLS listings, track leads, and communicate with clients through integrated portals. View hotsheet activity and manage client interactions directly from the .
Manage leads with automated follow-ups via WhatsApp, text, and phone calls. Track interactions, set reminders, and monitor team activity in real time. Export data and generate reports. Integrate with Meta Business tools for messaging and analytics.
The app provides mobile lead management for sales teams. It allows users to call and manage leads in real-time, sync data, receive notifications, and update lead statuses.