Manage sales processes with automated emails and text messages. Schedule and receive appointment reminders. Track lead history and update customer notes.
Access customer data from the NS database to manage CRM, add new deals, and track a pipeline. Approve deals, conduct construction inspections, and capture property photos for origination or asset management.
Manage sales pipelines and track opportunities with daily overviews. Create and manage activities and appointments. Send emails and make calls directly. Monitor customer interactions and generate statistics. Sync with CRM data for real-time updates.
Plan routes and view property details offline. Add homeowner notes and set reminders. Schedule follow-ups and receive notifications. Manage leads with a simple pipeline. Knock doors without internet access.
