Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
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.
Access property and owner data to build targeted lists and reach potential buyers. Filter leads by criteria like home condition, roof age, and ownership status. Export contact details including phone numbers and emails.
Send personalized thank you videos to backers quickly. Create and send videos in under 10 seconds. Track engagement and repeat purchase likelihood. Integrate with social media for wider reach.
Manage personal contacts with a clean interface. Organize contacts into groups. Add text notes for each contact. Track interactions and save important details. Stay connected with friends, clients, and partners.
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 .
Manage client contacts, calendar events, and CRM data on the go. View and update client information, schedule meetings, and track interactions. Sync calendar items and access CRM features from any location.
Connect with loved ones by adding contacts and setting connection goals. Receive reminders to message, call, or meet. Track interactions and review conversation history to maintain relationships.