Walk into every call already prepped.
Search, segment, and act on your sphere without spreadsheets. Smart Lists keep working as new contacts arrive. AI summarizes every contact's history the moment you open them, so you sound like you remember everything.
Unified contact records
Detail pages with status, tags, source, deals, tasks, and full message history.
Smart Lists
Built-in presets plus saved filters. Drag the sidebar to reorder.
Bulk actions
Set status, add or remove tags across an entire Smart List in one click.
AI contact summaries
Streaming briefs on the detail page so you walk into every call prepped.
Move every deal forward, paperwork attached.
Stages mirror how a real-estate transaction actually moves, from lead through close. Every stage transition fires the right tasks, syncs the calendar, and updates the GCI forecast. Run the deal without leaving the CRM.
Stage-aware pipeline
Lead → Appointment → Listing → Active → Under Contract → Closed.
Per-stage transaction checklists
Move a deal forward and the right Tasks generate themselves.
Escrow timeline
Key dates flow into your calendar as milestones with Places autocomplete.
Seller net-sheet calculator
Estimate net proceeds in seconds. Share it with sellers right from the deal.
Catch every lead, from every source you'll ever use.
Connect unlimited landing-page forms, unlimited portal webhooks, and unlimited inbox parsers. Every Zillow ping, every Realtor inquiry, every Facebook lead, every form submission lands in one feed, deduped, AI-tagged, and routed to the right campaign. Nothing slips through.
Native adapters for the big portals
Zillow, Realtor.com, BoldLeads, kvCORE, RealGeeks, Sierra Interactive. Each one ships with a purpose-built parser, so the right name, phone, listing, and notes flow straight into the contact record.
Plus a Generic adapter for everything else
Facebook lead ads, Google Forms, Typeform, custom CRMs, that random Excel-export your team partner emails: one universal endpoint accepts any source by field-name conventions. No source left behind.
Unlimited landing-page forms
Spin up a token, embed the snippet, and every submission lands as a contact and fires your automations. Run a different form per campaign, per agent, per landing page. They all flow into the same pipeline.
Inbox forwarding with AI parsing
Forward any portal email and AI extracts the lead, attaches the source, and creates the contact for you. Even portals without a webhook still flow in clean.
Auto-routing to the right campaign
Set a default campaign per source. New leads enroll the moment they arrive, so a Zillow lead gets your Zillow drip and a Sierra lead gets a different one, automatically.
Cloudflare Turnstile (optional)
Stop bot submissions on public forms without harming conversion. One toggle in settings.
Follow up while your hands are full.
Sequence email and SMS, enroll the right people automatically, and stop the noise the moment they reply. Past clients get a daily touchpoint without you lifting a finger. The follow-up power agents pay extra for at Follow Up Boss, included.
Multi-step drip engine
Schedule sequences with delays, conditions, and per-step channels.
Bulk-enroll a Smart List
Push a saved segment into a campaign in two clicks.
Auto-enroll on triggers
NEW_LEAD, STATUS_CHANGE, and TAG_ADDED enroll contacts as they happen.
Recurring touch points
Past-client retention runs daily and writes follow-up Tasks for you.
Inbox that knows your CRM
Two-way Gmail and Microsoft sync, threaded against the right contact, with an AI co-writer on every reply.
Live inbox sync
Polled every two minutes while open. Replies appear without a refresh.
Mass email
Send to a Smart List with personalization tokens and per-recipient tracking.
Reusable templates
Compose once, share with your team, and tweak per send.
AI-drafted replies
One click in the composer turns a thread into a polished response.
Text from your number, not ours
Per-user Twilio routing means every agent texts from their own line. Fully multi-tenant.
Per-user phone routing
Each user's Twilio number, isolated and billed separately.
Threaded conversations
Inbound and outbound on the same contact timeline.
AI-drafted SMS replies
Same composer assist, tuned for short-form replies.
Webhook deduplication
Twilio retries are deduped by MessageSid so nothing double-sends.
Your day, your deals, in sync
Calendar events, transaction milestones, and follow-up tasks share the same source of truth.
Calendar with deal milestones
Closing dates, inspection windows, and showings all flow in automatically.
ICS feed for Apple & Google
Subscribe once. Your phone's calendar stays in sync, read-only.
Editable Tasks & Events
Adjust title, time, or notes from the detail view without leaving the page.
Past-client auto-tasks
Daily generator + email digest keep your sphere warm without effort.
Numbers you can act on
GCI pacing on the home page, plus the conversion math that tells you which sources are worth more.
GCI goal & pacing
Annual goal vs. closed + forecast, right on the dashboard.
Source conversion
See which lead sources actually close, with cost-per-close if you track it.
Stage funnel
Conversion rate between every pipeline stage, over any window.
Forecasted GCI
Probability-weighted forward view from Active and Under Contract deals.
AI on every contact, deal, and reply.
Open any contact and an AI brief writes itself in under a second. Click "Draft reply" and your follow-up is ready to send.
The boring parts, done right.
Multi-tenancy, OAuth refresh, rate limits, and scheduled syncs, so the app keeps working when you're not looking.
Multi-tenant by design
Every row is scoped by user. Your data never crosses team boundaries.
Google + Microsoft sync
Tokens refresh in the background; serialized so two tabs don't fight.
Rate-limited & import-capped
Per-user limits and bulk-import ceilings keep the system honest under load.
Cron auto-sync
Sync runs on a schedule (every 30 min on Pro; daily on Hobby). No babysitting.