Access customer data and track sales pipeline remotely. Manage tasks and appointments via in- calendar. View contact scores and use built-in email and phone features. Automate workflows and integrate with third-party apps.
View real-time balances for savings, checking, and loan accounts. Review detailed transaction history with summaries. Transfer funds between accounts. Deposit checks by photo. Set account alerts. Lock and unlock cards remotely.
Manage members and events by adding or checking in attendees, editing events, modifying member details, approving memberships, archiving contacts, and recording manual payments. Search for contacts and suspend memberships as needed.
View event agendas and access speaker details. See venue maps and floor plans. Create notes during the event. Submit questions for Q&A sessions. Requires login credentials provided upon event registration.
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
Manage territory with mapping tools to plan customer visits and view appointments as routes. Visualize contacts geographically, optimize travel paths, and track progress during trips.
Allows sending attachments from a phone to database items or transactions. Users connect via a 5-digit Network ID and use their username and password. Attachments can be sent directly to database entries.
Review client profiles to view past appointments, previous purchases, and social media links. Manage schedules with weekly views and staff assignments. Update client notes and send reminders directly from the .
Calculate closing costs and generate buyer estimates and seller net sheets for real estate transactions. Input property details to receive accurate calculations. Customize email and printout templates for client communication.
Manage client contacts, calendar events, and CRM data on the go. View and update client information, schedule meetings, and track interactions. Sync calendar items and access CRM features from any location.