Track transactions, manage contacts, organize tasks, archive
Manage real estate transactions with centralized tracking of deals, contacts, and deadlines. Create and manage To Do lists. Store and archive documents. Access data from any device. Set reminders and share information with team members.
Create and manage workflows without coding. Automate repetitive tasks and business processes. Monitor and adjust workflows in real time. Integrate with existing systems and applications. Track performance and streamline operations.
Manage orders, par cart counts, and requisitions. Track issues and returns. Conduct physical inventory counts and deliveries. Scan barcodes for warehouse picking and receiving. View real-time data and update records on iPad.
Manage time cards, earnings, and commissions. Track work orders, estimates, invoices, and jobs. Access inventory, promotions, and a customizable dashboard. View customer information and manage pricebooks. Sync data across teams for real-time updates.
Manage real estate referrals by creating, sharing, and tracking listings. Review competitive bids and monitor referral progress from posting to closing. Maintain client information securely within the platform.
Track and compare property performance across multiple locations. Analyze profit contributions from products and services. Set KPIs to influence leadership and drive incremental revenue. Monitor performance data to optimize revenue strategies.
Schedule inspections, capture notes, and share reports
Create inspection reports with guided room-by-room checklists. Capture and store unlimited photos and videos in secure cloud storage. nd share detailed reports with clients or managers.
Manage customer data and track sales activities offline. Sync with ERP systems and back up data to the cloud. View reports and generate invoices. Access the on smartphones, tablets, and web. Try for free for 15 days.