Manage customer interactions with live chat and AI chatbots. Send quick responses during conversations. Monitor and generate leads. Access help desk tools for ticket management and customer support. Track chat history and analytics.
Monitor credit scores and track changes over time. Categorize transactions to analyze spending habits. Set savings goals and create budgets. Send money instantly between individuals or accounts. Schedule bill payments and manage payees.
Collect visitor contact information and store notes during houses. Promote events directly from an iPad. Manage unlimited houses and registrants without needing Wi-Fi. Set up quickly and track leads efficiently.
Manage projects, communicate with teams, and schedule tasks within a single platform. Use AI agents for automation, track time, and collaborate on documents and wikis. Conduct meetings, manage sprints, and access whiteboards and dashboards.
Access listings with property search by address and location. View hotsheet activity and market stats. Retrieve full listing details including property history and exclusive agent information. Use tools to manage leads and client interactions.
Manage claims, export transcripts, and track notifications
Manage insurance claims with multi-claim handling and real-time feedback. Export customizable transcripts. Use AI features and a virtual assistant for support. Send proactive notifications to insureds.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
With real estate professionals through chat and discussion rooms. Share success stories or ask questions in the feed. Exchange ideas, send referrals, and expand your network by interacting with other agents.
Manage customer support tickets from multiple channels including email, phone, chat, Facebook, Twitter, and website. View all accessible tickets, prioritize them, and respond directly from your phone.
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.
Create custom forms for events with multiple-choice and text-response questions. Collect guest information directly on iPhone or iPad. Share completed forms instantly and access data securely.