Everyone works from the same record.

Invite your agency. Owners and admins see the whole business. Agents and assistants see the contacts assigned to them. Reassign a contact and its history goes with it.

See how it works

Roles

Three access levels, seven roles.

Owner and Admin have full access. Agent sees assigned records and reports on them. Assistant, Transaction Coordinator, Lender and Marketing work assigned records too. The permission matrix is printed on the Team page so nobody has to guess.

Invitations by email with a private link; single use, seven days
Change a role inline; it applies on the member’s next request
Remove a member and their records stay with the agency
The last active owner can never be removed or demoted

The Invite an agency member dialog with an email address entered and the role set to Agent.

Company

Settings the whole agency shares.

Company name, the reporting time zone that defines today for Call Center statistics, and the lead routing rule for new web leads. Stages and lead sources are agency-wide and show how many people sit in each.

Round robin, await assignment, or always to the owner
Custom stages and sources next to the built-in ones
Read-only overview of every deal pipeline and its stages
Notifications: in-app bell, browser and email

The Company settings page with company name, reporting time zone and lead routing.

Find anything

Ctrl K opens any contact, deal or page.

The command palette finds people and deals after two letters and jumps to any page or action. Notifications for new leads, replies, tasks and signatures collect in the bell menu.

Search people by name, email, phone or address
Quick actions: add person, new task, new appointment, add deal
Light, dark or system theme per person
Export the whole workspace as JSON from Admin → Data

The command palette open over the dashboard, listing matching people after typing two letters.

How it works

Team & Roles, step by step.

Create the agency
Verify your work email, choose a password, sign in.
Invite the team
Agents and admins by email; each accepts a private link.
Set the rules
Stages, sources, routing, time zone.
Work together
Same records, role-appropriate views, one history.

Questions

Good to know.

What does an agent see?

People, inbox, tasks, calendar and deals for their assigned records. They can add and edit people, log activity, create tasks, appointments and deals, and see reports for their own records.

Can two agencies share an account?

No. Each agency works in its own isolated space, and a person has one active membership at a time.

What happens when someone leaves?

Removing them ends access immediately and disconnects their stored mailbox and calendar credentials. Their assigned people can be reassigned with full history.

Works with

Prospecting