Capture and qualify leads from event attendees. Take notes and record interactions. Retrieve and follow up on leads during and after events. Sync data with a central system for tracking and management.
Access loan-related data including sales goals, approvals, site visits, and leads. View work queues, engage in chat, and manage loan origination tasks from mobile devices.
Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
Manage customer appointments and track business performance with real-time analytics. Share and receive leads within a secure network. Connect with customers and fellow barbers through messaging and scheduling tools.
