Manage contacts, track deals, and automate workflows
Manage client interactions, track leads, and schedule appointments. Create and send marketing emails. Analyze performance metrics and integrate with calendar apps. Automate task reminders and organize deal pipelines.
Access CRM data including companies, contacts, activities, documents, projects, sales, and requests. Schedule or reschedule meetings. Communicate with colleagues and save new information. View sales dashboards and update pipeline data.
Manage waitlists and send instant text alerts for open appointment slots. Track booked and pending appointments. Notify clients when a spot becomes available. Send up to three text alerts per day.
