Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Register open houses, track client interactions, send
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and receive notifications for tasks, birthdays, and client activity.
Scan business cards to add leads quickly. Track sales progress and set follow-up reminders. Manage leads, plan outreach, and streamline prospecting tasks. Export data and sync with email for seamless lead management.
Organize projects by splitting into tasks with start and due dates. Assign tasks to team members and upload files. Track progress through comments and mention team members.
Send tasks via a link with specific details and deadlines. Recipients click to view instructions and complete actions. Sender receives a notification upon completion. No download required for recipients. Supports group tasks and real-time updates.
Access customer data from anywhere using a phone or tablet. Manage schedule, update pipeline, and connect with clients via call, text, email, or WhatsApp. Log interactions and track leads, customers, contacts, and opportunities.
Manage sales processes with automated emails and text messages. Schedule and receive appointment reminders. Track lead history and update customer notes.
Manage customer relationships by storing contact details, tracking interactions, and setting reminders. Schedule follow-ups, generate reports, and sync data across devices. Collaborate with team members and manage sales pipelines.