The app allows users to manage accounts and contacts from a mobile device. Users can add new accounts, complete tasks, make calls, send messages, and update information.
by Soffront Software, Inc★ 5.03 ratingsBusinessFreeData updated 2026-10-20
Manage real estate leads throughout their lifecycle with lead tracking, activity logging, and deal progress monitoring. Sync leads with your website for real-time updates. Access lead details, notes, and communication history on-the-go.
Manage contacts, track pipelines, and collaborate with clients through a centralized portal. Monitor property details and listing information. Set reminders and organize deals with customizable workflows.
Plan daily tasks and projects on a timeline view. Set priorities and deadlines. Track progress with lists and project outlines. Manage contacts and schedule time efficiently. Sync tasks across devices.
Share business card details digitally by filling in contact information once. nd share QR codes to add contacts directly. Sync with Apple Wallet for easy access and storage.
Check balances and view transactions. Transfer funds between accounts and make payments. Approve transactions, review reports, and initiate stop payments. Manage business accounts with desktop-like features on mobile or tablet.
View lead source metrics and manage leads by creating new entries or reviewing conversation history. Receive push notifications for pending responses. Chat with customers via SMS and Facebook Messenger in real time.
Cards using OCR to extract contact details. Add contacts to a digital list and organize them by category. Design and share custom digital cards. Edit contact information and sync with email or calendar.
Manage accounts, track bills, and send commissions
Manage commercial accounts with member tracking, billing, and commission handling. View policy details, update contact information, and access claims data. Submit and track invoices for payments.
Send business cards, refer contacts, track activity
Share digital business cards instantly and refer contacts to expand your network. Track activity and connect with professionals. Send credentials and find new connections effortlessly.
Manage social media, text, and messaging for financial services professionals. Create and schedule automated campaigns. Access corporate content and engage in compliant 1:1 and 1:many outreach. Monitor interactions and track campaign performance.