Track clients, manage sessions, and streamline workflows
Track sessions with history and notes. Schedule future sessions, single or recurring. Automatically send reminders and update availability. Manage information and details. Export logs and generate reports.
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and track task notifications. Receive alerts for client birthdays, home anniversaries, and activity updates.
Helps track client demographics, financial records, and automate consent forms. Users can schedule appointments, monitor inventory, and generate reports. Digital forms streamline client interactions and improve workflow efficiency.
Create and send business invoices, receipts, and contractor estimates. Add client details, itemized lists, and payment terms. Track payment status and generate professional documents for printing or sharing.
Manage property listings with real-time data access. Schedule and conduct virtual tours. Add custom photos, notes, and ratings. View team aggregate ratings to prioritize suitable properties. Filter listings based on specific criteria.
Manage photos and enter metadata with comment features. utomated reports with online and offline access. Store data in an encrypted database. Use inspection lists created by subject matter experts.
Manage business matters by viewing, searching, and sorting cases. Review details and track progress. Access and update contact information. Create new contacts and maintain client communications.