Today
Follow-up queue
Upcoming appointments
Recently updated contacts
Contacts
Select a contact
Move a contact by changing its stage in the contact details.
Calendar
Appointments, client outcomes, and follow-ups in one place. No appointment end time is required.
Reminders & notifications
Open tasks and upcoming appointments for this CRM account.
These are in-app reminders. Email and SMS reminders need separately configured delivery providers.
CRM performance
Counts are calculated from the records in this workspace.
Pipeline by stage
Buyer / seller mix
Activity completion
Area Performance & Lead Intelligence
Monthly intelligence to track which ZIP codes and sources produce the best converting homeowner leads, and which are underperforming.
ZIP Code Ranking & Best Yields
Ranked from highest lead volume to lowestLead Sources & Scraping Mix
Team members
Your Subscriber account owns this workspace. Teammates see contacts assigned to them.
Invite a teammate
Send an email invitation to a teammate. The invitation is restricted to that email, grants access only to your workspace, and expires after seven days. The local demo profile also provides code 1234 for testing.
Optional lead delivery
Use this only if another product should deliver qualified leads into this Subscriber’s CRM workspace. The CRM works normally without an integration.
Each key is limited to this workspace. The secret is shown once when created; copy it into the other product’s server-side secret settings. Never put it in browser code or share it.
Your integration keys
What the connection accepts
Approved leads from FSBO, home evaluations, lead generation, and Realtor assistance enter this workspace as new leads. External-site FSBO leads require an Admin review reference before delivery. The CRM does not choose the subscriber by ZIP; the connected lead system must apply its territory and eligibility rules before sending.
Private Property Valuation Engine
Instant comparative market evaluation, comp transfers, and 3-year equity models. Private to your workspace — does not create inbound CRM leads.
Team Chat
Private conversation · only active members of this workspace
Archived contacts
Records and history are retained. Restore a contact to return it to the active workspace.