Mail and calendar
Google and Microsoft connections, compatible custom IMAP/SMTP mailboxes, and supported iCal feeds and exports.
Real estate CRM features
The work connects. Your tools should too.
From the first call to the next closing, keep the people, conversations and details of your real estate business together.
Relationships
Start with the people.
Relationships
Leads and contacts
Organize prospecting in lead lists, then move established relationships to Contacts with their history intact.
Explore featureFollow-through
Tasks and calendar
Manage assigned tasks, follow-ups, checklists and appointments, with connected Google or Microsoft calendars and Contact views.
Explore featureTeam visibility
Team and connections
Manage Admin and Agent access, assigned records, communication budgets, private connections and account security.
Explore featureConversations
Make the next conversation count.
Conversations
Calling
Call a lead or Contact directly, or work through a lead list with scripts, notes and call history in one workspace.
Explore featureConversations
Triple-line calling
Work eligible lead lists with up to three concurrent lines, scripts, callback recordings and session controls.
Explore featureConversations
Email and SMS
Connect private mailboxes, draft rich emails, use templates and link relevant conversations to Contacts. Registered SMS lives alongside email.
Explore featureConversations
Templates
Reusable Email, SMS and eSign templates with personal or agency visibility, merge fields, previews and autosave.
Explore featureTransactions and visibility
Carry the work through.
Transactions
Deals
Track buyer, seller and renting deals with configurable stages, Contact relationships, property links, files and projected close dates.
Explore featureTransactions
Properties
Connect properties to Contacts and deals, with addresses, photos, listing details and files that remain useful after closing.
Explore featureTransactions
Files and eSign
Keep files with Contacts, deals and properties, then prepare and track electronic signature requests with reusable PDF templates.
Explore featureTeam visibility
Reporting
Review activity, lead sources, calling, deals, appointments, properties and goals with reports scoped to the records you can access.
Explore featureConnected, with clear boundaries
Use the accounts you already work with.
Connect your tools to the right part of your workspace, while keeping personal access under your control.
Files and storage
Included hosted uploads, with optional Google Drive or OneDrive connections for business files.
Security and privacy
Authenticator-app two-factor authentication, server-enforced agency permissions and private mailbox ownership.
Find your fit
One agent or a growing team.
Choose the plan for your team size. Calling and SMS are billed separately by usage.