Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Schedule appointments and manage client bookings through an integrated calendar. Accept payments via POS and receive funds the next day. Reduce no-shows with upfront payment options and cancellation policies.
Manage operations with real-time access to client data, schedules, and sales metrics. Adjust schedules, monitor appointments, and track performance. Shareable links allow clients to book appointments and promote services through social media.
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.
Record with high clarity. Convert audio to text for easy review. Generate summaries of key points. Save and organize data. Share transcriptions and summaries directly.
Track sales and manage multiple store locations with real-time data access. Monitor cash flow and register activity. Set and track sales targets per store and team member. Switch between locations easily.
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.
Manage real estate tasks with voice-activated task creation and assignment. Receive AI-generated responses to questions. Collaborate via real-time chat and notifications. Get personalized insights and resource recommendations.
Capture and upload receipts by snapping photos. Automatically extract expense data from receipts. Track mileage expenses. Manage daily allowances and per diems.
Capture and organize leads in one place. Share digital business cards instantly via tap or link. Receive real-time notifications when prospects engage. Automate follow-ups and track interactions.
Track in real time with barcode scanning and manual entry. Receive alerts for low stock and set reorder thresholds. Generate reports and sync data across devices. Manage suppliers and track expenses. Adjust levels during service.
Send and receive payments electronically. Track cash flow and sales data. Generate reports and set payment reminders. Integrate with accounting software for financial management.