Sales and Inventory Management

Opportunity Key Contacts

Use the relational database to track key contacts related to each potential sale. This includes the ability to track multiple buyers, brokers, attorneys, lenders and closing companies.

You can always see identifying information about an opportunity right at the top for easy reference.

Find all the contacts and accounts associated with an opportunity- from the attorneys to the leasing agent to the lender.

• Professional Services
• Franchise Management
• Healthcare
• Real Estate
  • Property and Unit Management
  • Sales and Inventory Management
    • Executive Dashboard
    • Track Lead Sources
    • Opportunity Tracking
    • Opportunity Mortgage Earnest Money and Fees
    • Buy vs Rent Analysis
    • Opportunity Key Contacts
  • Document Creation and Management

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