View business metrics and ratios to make data-driven decisions. Track efficiency and performance indicators. Receive suggestions for improving close ratios and labor efficiency based on trends and industry averages.
Record and send messages directly from the CRM. Track engagement metrics. Integrate with CDK CRM to share videos without leaving the . Support for recording on mobile devices.
Log business activities automatically through calls, emails, geolocated visits, video calls, and WhatsApp messages. Track leads, manage pipelines, and set reminders. View reports and sync data across devices.
The app allows users to draw 2D and 3D floor plans on-site. Plans are cloud-stored and accessible on multiple devices, with options for professional outputs and property descriptions.
Manage customer data by adding or updating contacts, creating new records, or closing deals. Access up-to-date information for meetings. Integrate with Dynamics 365 and Power Platform for seamless workflow.
