CRM app - Associate

Associate Portal is the mobile workspace for sales teams on Kindred Circle CRM.
• Dashboard — see points, earnings, open tasks, bookings, and site visits at a glance
• CRM — work your assigned leads and customers with quick call actions
• Pipelines — track deals through Property Sales and Rental stages
• Work hub — manage tasks, confirmed bookings, completed visits, and receipts
• Site visits — directions, app reminders, and email calendar invites
• Attendance — mark present, absent, half day, or leave on a monthly calendar
• Account — change password, view team details, and manage preferences
Built for field associates who need CRM tools on the go