Share contacts, connect with team, market effectively
Share marketing materials such as videos and images. Connect with contacts and team members. Create and distribute corporate-approved content. Track business growth through integrated tools. Manage marketing efforts with a user-friendly interface.
Manage members, track attendance, and process payments
Manage member attendance with roster, search, or barcode scanning via device camera. Set up self-service kiosks for check-ins. Track memberships, view client and prospect details. Handle billing, generate reports, and manage staff from an iOS device.
Share content, connect with prospects, grow influence
Share WealthWave content directly from a mobile device. Access personalized campaigns and resources. Connect with prospects and grow influence. View mission-related materials and share them instantly.
Business content such as videos and images with contacts and team members. Create and distribute marketing materials. Connect with new contacts and collaborate within the team. Edit and manage shared content directly.
Connect with professionals via real-time audio calls. Search for vetted experts and industry leaders. Rate and review contacts. Initiate one-on-one conversations without referrals. Build a network of potential collaborators and partners.
Manage leads, prospects, and deals with real-time updates on notes, statuses, and deals. Add tasks, tag teammates, and map local contacts for sales visits. Create quotes directly from the and voice dictate notes to update statuses.
Access home listings with pricing, photos, and neighborhood details. Save favorites and searches. Share listings via text, email, or social media. Invite others to merge saved properties and searches. Chat with real estate professionals.
Identify potential customers through AI-driven lead generation. Engage prospects with personalized outreach. Close deals with targeted upselling strategies. Complete jobs with quality tracking and team coordination.