The CRM built for brokerages running multiple teams
Track contacts, deals, and commission splits across every office. Automate follow-up. Give every agent a shared pipeline — without spreadsheets, hand-offs by email, or hiring more admins.
Plans start at $14.99/month. See full pricing.
Smarter Contact Management for Growing Teams
Go beyond spreadsheets. Instantly organize, segment, and enrich every contact with detailed profiles, relationship tracking, and custom fields—so you always know who to reach and when.
Emails, phone numbers, addresses, social links, and more
Tags, stages, custom fields, and dynamic lists
Track every interaction, note, and deal milestone
Easy CSV import, Google Contacts sync, and more
Advanced Features: Relationship mapping • Team assignments • Source tracking • Change history • Smart filters • Saved searches
All Your Conversations, All in One Place
Email, text, and call your clients from a single dashboard. Integrate Gmail, Twilio, and more to keep every conversation organized, searchable, and actionable—never miss a follow-up again.
Email Integration
Gmail OAuth • Templates with merge fields • Bulk campaigns • Threading • Attachments • Open tracking
Text Messaging
Twilio-powered • 1:1 & bulk SMS • Templates • Two-way messaging • Delivery tracking
Voice & Calling
Click-to-call • Call recording • Voicemail transcription • Business hours • Call forwarding • Analytics
Visual Deal Pipelines That Drive Results
See every deal at a glance. Drag and drop opportunities through custom stages, track commissions, and get real-time insights—so you can focus on closing, not chasing paperwork.
Drag-and-drop interface • Custom stages • Multiple pipelines • Live updates
Deal values • Agent/team splits • Auto calculations • Commission reports
Custom fields • Contact links • Deal archiving • Activity tracking
Track deals at every stage
Your closed deals become transactions automatically
Because we own the CRM and Transaction Management layers, your deals don't dead-end at "Closed Won." Standalone CRMs hand you a CSV and wish you luck.
Auto-create on Closed Won
Move a deal to "Closed Won" and a TM transaction is created in the same minute — purchase, sale, or listing agreement, inferred from the pipeline board.
Parties carry over
The CRM person on the deal becomes the buyer or seller party. The assigned agent becomes the listing or selling agent. No re-typing names, emails, or phones into a second system.
One source of truth
The deal stays linked to its transaction. "View Transaction" from the deal card jumps you straight into the TM pipeline — same brokerage, same data, no separate login.
Automation & Workflows That Work for You
Automate lead nurture, task reminders, and follow-ups. Build multi-step action plans and trigger-based workflows to keep your business moving—day and night.
Action Plans
Multi-step sequences • Email, SMS & task steps • Timed execution • Manual or automatic start
Smart Automations
Stage triggers • Tag rules • Date triggers • Condition builder • Action plan activation
Task & Calendar Management
Google Calendar sync • Task assignments • Due dates • Scheduling • Notifications
Analytics & Reporting for Smarter Decisions
Instantly see what’s working and what’s not. Track team performance, communication effectiveness, and pipeline health with visual dashboards and custom reports.
Agent Performance
Activity tracking • Goal monitoring • Leaderboards • Productivity metrics
Communication Analytics
Email metrics • Call reports • Text analytics • Response times
Deal Pipeline Reports
Pipeline velocity • Win rates • Deal values • Stage analysis
Source ROI Analysis
Lead sources • Conversion rates • Marketing ROI • Channel performance
Export & Share: Custom reports • CSV/PDF export • Visual charts • Scheduled delivery
Effortless Team Collaboration for Real Estate
Assign leads, hand off contacts, and give every agent the context they need. Shared visibility across teams and offices keeps handoffs clean and clients well served as you scale.
- Streamline teamwork and communication across your organization
- Boost productivity and efficiency for every team member
- Unify project management and client interactions
Built with Security & Trust at the Core
Your data is protected by enterprise-grade security, privacy controls, and regular audits—so you and your clients can work with total confidence.
Per-user permissions across brokerage, office, team, and agent levels — see only what you should.
SSL/TLS in transit and isolated tenant data at rest — your client lists never cross brokerage lines.
Every change, login, and assignment is logged — answer "who did what, when?" for any compliance review.
Connect Instantly with Your Favorite Tools
Integrate your CRM with the apps you already use—email, phone, calendar, and more. Build a connected workflow that powers your business from lead to close.
Google Workspace
Gmail • Calendar • Contacts sync • OAuth authentication
Twilio
SMS/Text • Voice calls • Phone numbers • Voicemail
MLS/IDX Feeds
Property data • Listing sync • Multiple MLS support
API & Webhooks
REST API • Webhook events • Custom integrations
Coming Soon: E-signature providers • Accounting software • Marketing platforms • Document management • And more!