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.
Allows users to scan visitor badges to capture contact information. Add notes and action items to leads. Retrieve and access scanned visitor data through a personal dashboard.
Manage client interactions with contact tracking and communication tools. Schedule appointments and send notifications. Monitor listings with detailed property information. Track sales progress and generate reports.
