Manage leads and deals with CRM tools. Create and send quotes and invoices. Launch email campaigns. Sign documents electronically. Accept online payments. Assign and track tasks. Share files and collaborate in real-time.
Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.
Collect visitor contact information and store notes during houses. Promote events directly from an iPad. Manage unlimited houses and registrants without needing Wi-Fi. Set up quickly and track leads efficiently.
Access real estate lead lists with one click, including distressed and off-market properties nationwide. Use skip tracing to find accurate contact information. View nearby property sales and generate shareable CMAs.
Join virtual events and attend sessions from anywhere. Enter credentials or use an event link to access. Explore and register for events. Sync with web experience for consistent navigation and features. Make connections during live sessions.
Manage leads with instant push notifications and 1-touch access to details. Communicate via call, text, or email. Send mass messages and share properties directly. Create and edit saved searches. Filter and sort leads for efficient task management.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
Access and customer messages from iPhone or iPad. View all interactions in one place. Reply to messages, categorize contacts, and manage customer inquiries directly within the .
Manage contacts and track project milestones directly from a smartphone. Log and update key project details in real time. Share updates with team members and access critical data on the go.
Manage sales leads and plan routes for field work. Collaborate with team members in real-time. Track progress and generate reports. Sync data across devices. Access customer information and update records on the go.
Scan attendee leads onsite using a device. Manually enter leads without badges. Rate leads on a scale of 1 to 5. Send documents and weblinks directly to leads. Take notes on each lead. Sync data with ’s OnSite Solutions platform.
Sync calendar, automate sales, send messages, track
Manage leads and sales pipelines with automation tools. Sync Google calendar, generate reports, send and receive calls and texts. Set up sales processes and track progress.
Manage pet care operations with real-time analytics and automation. Track customer data, schedule appointments, and monitor performance. Generate reports, send reminders, and streamline daily tasks for improved efficiency and customer engagement.
Manage roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.