Plan and assign map-based territories. Track door knocks and manage leads in real time. Schedule appointments and receive updates. Log interactions and analyze results. Share data across teams.
by CORE365 ERP LLC★ 5.04 ratingsBusinessFreeData updated 2026-09-06
Create and send proposals with customizable templates. Schedule client meetings and manage calendars. Track tasks with checklists and set reminders. Access project data and contracts on the go. Collaborate with team members in real time.
Manage real estate leads and appointments with instant notifications. Update availability in real-time. Qualify leads, schedule appointments, and handle calls via property-focused receptionists. Monitor live chats and manage communications on the go.
Create and manage timelines using a Gantt chart with gesture-based navigation. Share projects across devices and teams. Sync data in real-time. Integrate with Microsoft . Access features with in- purchases.
Track project leads and access insights for renovation projects. Manage client communications and update project statuses. Share project details with team members and view real-time updates.
Manage contacts with detailed notes and histories. Track tasks and activities with due dates and reminders. Monitor sales pipelines and update deals in real time. Sync data across devices and access reports for business insights.
Manage projects and tasks with team collaboration features. Track leads and contacts through a mobile CRM. Communicate via instant messaging, group channels, and push notifications.
Create and send invoices, estimates, and . Process payments securely. Manage product inventory. Build and track GPS routes. Set territories. Integrate with Quickbooks, SAP, Freshbooks, Excel, and Xero.
Manage field teams, customers, and schedules securely
Manage field workforce tasks, customer interactions, and schedules from any location. Assign tasks, track progress, and access real-time data. Securely monitor business operations and communicate with teams.
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.
Schedule and manage door-to-door outreach campaigns. Track constituent interactions and notes. Send personalized messages and surveys. Export contact data and generate reports. Sync with email and calendar apps.
Manage leads with real-time notifications and acceptance options. Track lead status, communicate with team members, and access client information directly from the . Share updates and collaborate on lead assignments.
Track and manage sales leads based on location. View nearby appointments and follow-ups. Log completed visits and update lead statuses. Receive actionable insights to optimize daily activities.
Companion allows admins to route qualified leads to team members instantly. Sales reps can view conversation context, resume discussions, and continue interactions.
Manage leads, tasks, and meetings on the go. Plan daily schedules, navigate to appointments, and automate repetitive sales tasks. Access data with limited connectivity.