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 leads and projects in real time. Track sales pipelines and view commission details. Communicate with customers and schedule follow-ups. Access performance analytics and sales data on mobile devices. nd view reports for sales performance.
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.
The app provides mobile access to customer data, inventory, and follow-ups for dealership users. It enables real-time opportunity measurement and unchains users from their desks.
Manage cases, track commissions, and stay connected
Manage business operations remotely by viewing active cases and policies from the home screen. Track commissions and incentives if applicable. Monitor client actions, policy anniversaries, and notable events to stay informed.
Manage leads by updating status, taking notes, sending emails, capturing quotes, or selling policies directly. Track sales and daily goals with real-time notifications. Organize tasks and access all features remotely from any location.
Manage leads, prospects, and deals with real-time updates on notes, statuses, and deals. Add tasks, tag teammates, and map local contacts for sales visits. Create quotes directly from the and voice dictate notes to update statuses.