Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
The app provides a CRM and sales automation platform for sales teams. Users can view and edit contact information, initiate calls and emails, and scan business cards to create new leads.
Manage multiple accounts and organize inbox with smart sorting. Summarize long threads and attachments instantly. Draft replies quickly using AI. Set priorities and track tasks directly from emails. Share notes and files with members.
Search properties using maps, GPS, or search fields. Take photos to generate property profiles. Access closing cost calculators. Manage walking and custom farms. View local representative information.
Calculate insurance premiums for real estate transactions. Input property sale price to determine estimated closing cost. Provide premium estimates based on state formulas and effective dates.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Manage real estate leads with instant communication and task tracking. Respond to inquiries, schedule appointments, and monitor key events in real time. Log activities, set reminders, and access client information on the go.
Make payments and set up autopay with secure, tap-based transactions. View payment history and pending statuses. Manage linked bank accounts. Track loan balances, access documents, and monitor principal and escrow amounts.
Manage borrower and partner interactions using an AI assistant for mortgage leads. Access a searchable database for quick lookup. Send emails, calls, texts, postcards, and video messages. Track marketing efforts and manage CRM tasks on any device.
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.
Collect visitor contact information and store notes during houses. Promote events directly from an iPad. Manage unlimited houses and registrants without needing Wi-Fi. Set up quickly and track leads efficiently.
Access tools and calculators for and Escrow services in Utah. Calculate fees for home loan refinances, residential, commercial real estate, and land sales. nd email Good Faith Estimates with precise fee quotes. Place orders directly from the .