Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Track deals with goal setting and performance metrics. Monitor deal progress and team activity. Use gamified leaderboards for competitive engagement. Manage referrals and customize branding for brokerages. Sync across multiple offices and teams.
Track working for each client, including overtime and break . Calculate earnings and generate PDF invoices. Track billings and payments. Export data and send invoices to clients.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
Connect with agents through chat groups and track referrals. Create and manage collaboration spaces. Share files and messages securely. Monitor client interactions and project progress.
Scan receipts or photos to automatically generate expense items with details like merchant name, date, and total amount. Capture receipts using OCR technology for accurate financial tracking. Manually add details when needed.
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.
Match referrals, secure financing, ensure e-signatures
Real estate can access platform features on mobile. Receive instant notifications for new referrals, assign them to team members, and communicate with clients. Track referrals, manage client interactions, and streamline closing processes.
Access property and owner data to build targeted lists and reach potential buyers. Filter leads by criteria like home condition, roof age, and ownership status. Export contact details including phone numbers and emails.
Manage contacts and track leads with customizable fields. Send emails and texts using pre-set templates. Schedule calls and sync calendar events. Monitor pipeline progress and set reminders. Share documents and notes securely.
Schedule showings, manage open houses, track errands
Schedule property showings and open houses. Coordinate errands like dropping off lockboxes or attending inspections. Connect with agents for on-demand assistance. Manage tasks and communications within the .
Manage business operations with lead tracking, client relationship management, and data organization. Create and update client profiles, monitor deal progress, and access real-time analytics.
Manage client interactions by viewing engagement with agent marketing. Register open house attendees and receive notifications for daily tasks, client birthdays, and home anniversaries. Track client activity and stay updated on real estate leads.