Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
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.