Turn tasks into completed actions in a single tap. Mobile Task Management now includes built-in Call, SMS and Email action buttons directly within each task. When an agent completes one of these actions, the task is automatically marked as complete, reducing manual admin and keeping follow-up lists accurate.
Key Benefits
- One-tap actions – Contact clients directly from the task via Call, SMS or Email.
- Automatic task completion – Logging an interaction automatically completes the task, eliminating an extra step.
- Cleaner task lists – Open tasks reflect only outstanding work, reducing clutter.
- Improved adoption – Less manual administration means agents are more likely to keep their tasks up to date.
- Designed for mobile – Built for agents working on the go, allowing follow-up to happen from anywhere.
Table of Contents
Ready to get started?
Discover how Property Shell can accelerate your sales pipeline and automate manual ledgers.
Schedule a call
