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.
Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
Create and send invoices in under a minute. Track client statements and item inventory. Generate custom PDFs and export data. View reports and manage multiple companies. Apply tax to items or invoices. No training required to use the .
