Manage conversations, bookings, and payments in one
Manage customer interactions with real-time messaging, bookings, and reviews. Handle payments and marketing automations within a unified dashboard. Schedule appointments and sync team communications across channels, including SMS and social media.
Manage team communication with chat, meetings, and calendar integration. Schedule and join calls, send messages, and access shared documents. Use AI Companion to summarize messages, draft responses, and prioritize tasks.
Manage business communications with integrated calling, messaging, and meeting features. Transcribe conversations and generate notes using AI. Share files in team chats and receive typo corrections.
Manage projects, communicate with teams, and schedule tasks within a single platform. Use AI agents for automation, track time, and collaborate on documents and wikis. Conduct meetings, manage sprints, and access whiteboards and dashboards.
Securely store, access, and edit documents and files with storage. Annotate and share projects with collaborators. Search for files quickly. Comment on and review directly. Sync across devices and manage personal and work documents.
Monitor credit scores and track changes over time. Categorize transactions to analyze spending habits. Set savings goals and create budgets. Send money instantly between individuals or accounts. Schedule bill payments and manage payees.
Manage contacts and track leads with customizable fields. Send emails and texts using pre-set templates. Schedule calls and sync calendar events. Monitor pipeline progress and set reminders. Share documents and notes securely.
Collaborate in real time with teams, customers, and contractors. Send messages, files, and notifications. Schedule and manage meetings. Search for information and receive conversation summaries.
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.
Access listings with property search by address and location. View hotsheet activity and market stats. Retrieve full listing details including property history and exclusive agent information. Use tools to manage leads and client interactions.
AiBuddy allows users to automate SMS, email, and WhatsApp replies using AI. It consolidates calls, texts, chats, and emails into a single interface. Users can track lead interactions, set reminders, and analyze performance metrics.
Schedule jobs and send invoices directly from the . Create and share quotes for client approval. Track payments and manage dispatching for teams. Integrate with accounting systems for streamlined billing.
Manage projects with task lists, timelines, and Gantt charts. Assign tasks, set deadlines, and track progress. Collaborate with team members through comments and file sharing. Integrate with calendars and email. Generate reports and dashboards.
Manage tasks with real-time updates and offline access. View work orders, track time, and access customer information. Receive in- notifications and update job statuses. Sync data with the Salesforce1 platform for centralized management.
Make and receive calls using a softphone interface. Send and receive XMPP messages. Check call status and transfer calls using shorthand extensions. Access presence information. Connect over WiFi or cellular data.
Manage claims, export transcripts, and track notifications
Manage insurance claims with multi-claim handling and real-time feedback. Export customizable transcripts. Use AI features and a virtual assistant for support. Send proactive notifications to insureds.