Manage leads by assigning and viewing them instantly. Confirm appointments to connect with buyers and sellers quickly. Track status updates and communicate with Concierge and Agent Relationship Management teams.
Make and receive calls, send and receive messages, check voicemails, and manage contacts. Use AI voice agents for routine call responses and message-taking. Capture action items from calls into a smart list.
Manage customer and job data in one place. Schedule and dispatch team tasks. Communicate with clients and team members. Track billing and invoices. Set reminders and notifications for appointments and deadlines.
Manage calls using landline number over WiFi/LTE/3G. Join audio and video conferences. Transfer calls between landline, mobile, and tablet devices. Control home or office telephony remotely.
Automate data entry with zero-touch syncing. Optimize routes and find new leads using AI. Prioritize leads and close deals from anywhere. Manage territories and automate CRM tasks. Track performance and access real-time insights.
Record meetings, transcribe audio, generate summaries, track
Records and transcribes in-person meetings. Generates summaries, customer requirements, action items, and follow-up emails. Allows real-time chat to retrieve information from past conversations.