Manage tasks & keep track of critical deadlines
Collaborate on transactions across your team
Store documents & email communication
Auto-populate contracts with Shaker data
Store your contact database
Apply tags to segment groups of contacts
Apply “stay in touch” action plans to your contacts
Trigger birthday and anniversary emails, or export lists for mailing
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Inform clients on what to expect
Assign tasks such as what to bring to closing
Introduce vendors
Share documents securely
Track sales volume and commission
Find your best lead sources
Export data to accounting services
Connect with the Shaker team today and see it in action.
