Capture and qualify leads from event attendees. Take notes and record interactions. Retrieve and follow up on leads during and after events. Sync data with a central system for tracking and management.
Manage branches, contacts, and team members from a single interface. Track client and prospect records, schedule appointments, and set reminders. Handle multiple insurance policies and types. Access login details from SMD.
Access contact database and property details from a mobile device. View real-time updates and receive push notifications. Create Open House Registration Forms to capture leads quickly.
Record with high-quality audio. Edit recordings by trimming, splitting, or adding notes. Transcribe conversations automatically. Share files via email or cloud services. Set permissions and manage storage manually.
