The app offers a cloud-based platform for managing sales leads and customer relationships. It provides contact management and CRM features in one customizable tool.
The app offers comprehensive sales pipeline management with real-time updates and notifications. Users can manage tasks, search universally, and utilize geolocation features for route planning, all from any device.
Track mileage and record expenses with receipt capture. Manage clients, leads, and sales with document uploads, reminders, and notes. View profit, expenses, and broker fees per sale. Generate tax reports and track buyer activity.
Track leads with customizable pipelines and set reminders for follow-ups. Add contacts, notes, and tasks. View deal progress and manage sales stages. Sync across devices and access reports.
The app organizes emails from customers or deals together. It tracks status, notes, and details for each customer, allowing users to find deals needing attention with pipeline filters.
