Track real estate leads with integrated data insights. Manage outreach through interactive messaging. Log interactions and follow-ups within a unified platform. Sync with CRM tools for seamless engagement.
Allows users to collect site data using a mobile device. They can drop pins to document action items, capture images and notes, and generate reports instantly. Real-time geolocation helps track location during site visits.
Send referrals by setting rates per lead and defining expiration dates. Assign leads to others if unclaimed. Track projects and leads in an organized dashboard. Receive exclusive job leads directly on your phone without bidding or undercutting.
Capture business cards with AI-powered OCR and scan QR codes for contact exchange. Enrich contacts with company and social data automatically. Create events, organize contacts by occasion, and use Event Mode for focused lead capture.
Manage customer interactions by tracking leads, updating contact information, and organizing pipelines. Set follow-up reminders, log call and email details, and generate reports. Integrate with calendar and email for scheduling and communication.
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.
Track project details and manage matting solutions
Manage matting projects with real-time delivery tracking and project details. Assign site managers, set project roles, and communicate directly with the project management team. View project status and site information at a glance.
Manage customer relationships with CRM tools. Schedule and track jobs. Log time and monitor assets. Conduct onsite inspections with customizable decision trees. Generate reports. Track leads and assess risks.
Capture on-site leads by scanning and editing contact information. Add custom questions and notes to records. Send collateral content directly from the . Sync data with existing systems for tracking and follow-up.
Track sales performance with call logging and lead updates. Sync mobile and desktop apps to a central CRM. Set task reminders and upload notes or files. Capture photos and manage follow-ups while on the go.