Product · Mobile app
The mobile app: the War Room in your pocket
Your advisors aren't sitting at a screen. On a viewing, at a client's, on a job site, the lead arrives anyway. The app puts it in their pocket.
1
The notification, not the app
The lead arrives, the phone buzzes, the timer starts. Nothing to open, nothing to watch.
2
One-tap pickup
The advisor takes it, the team sees it. The prospect knows within a second.
3
Calls from their own phone
The call goes out from the advisor's phone, and status tracking is declarative. Sign in to the app by QR code, without retyping your password.
4
Qualification in ten seconds
Three buttons after the call. No write-up to type in the evening.
Included in every plan, from the very first advisor. The mobile app is not a paid add-on.