Manage contacts and track interactions with clients. Create and organize customer profiles. Schedule follow-ups and send reminders. Export data and integrate with email. Share information securely. Monitor relationship status and activity history.
Schedule showings, manage open houses, track errands
Schedule property showings and open houses. Coordinate errands like dropping off lockboxes or attending inspections. Connect with agents for on-demand assistance. Manage tasks and communications within the .
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and track task notifications. Receive alerts for client birthdays, home anniversaries, and activity updates.
