Features
- Templated Transactions
- Manage Tasks
- Track Contacts and Artifacts
- Collaborate with Clients
- Calendar View of Tasks
- Task Summary Emails
- Automated Client Requests
- Prebuilt Email Templates
- and so much more ...
Pricing
- No Contracts
- Flexible Price Packages
- Purchases Valid for 2 years
- Unlimited Contacts
- Unlimited TC/Agents
- Built-in Support
- Unused Projects not counted
- Money back gaurantee!
- 7-Day Trial
But Why?
- Stop Chasing Clients for Info
- Automated Reminder for Clients
- Stay Compliant - it's human to err
- No more searching emails
- Share Tasks with Team
- All documents in one place
- Repond from anywhere
- Repond from any device
- Time you should spend elsewhere
3-minute Overview
Overview of what the app can do for you.
10-minute Highlight
Walk-through showing key features.
Full Demo
Full Demo of the features. (42 minutes)
Visual Transaction Status.
Glance status of all Transactions.
Color coded Progress Bar
Visual Task Status.
Color coded View.
You may also filter Tasks on Calendar
Templated Emails for each Task
Extreme Automation!
Send fully composed email with accurate and relevant information in 2 clicks!