One pipeline that runs your day.
Every lead, showing, listing appointment, and past client lives in one place — with the follow-up already scheduled. You open one screen in the morning and know exactly who to call.
See the whole business on one board
Drag a contact from New Lead to Nurture to Appointment Set to Under Contract. Stages are set up for California real estate and mortgage work out of the box, and you can rename anything.
- Prebuilt stages for buyer, seller, and referral lanes
- Tasks, notes, and documents on every contact
- Filters and saved views for today's call list
The follow-up happens whether you remember or not
Moving a contact into a stage triggers the right sequence — texts, emails, tasks, and reminders — running on a cadence you approve once and never rebuild.
- Stage-triggered sequences across text and email
- Task reminders assigned to you or your team
- Sequences pause automatically when a lead replies
Text, email, and calls in one thread
Every conversation with a contact sits in one timeline no matter which channel it came from. Pick up your phone or your laptop and the history is the same.
- Unified inbox for SMS, email, and call logs
- Mobile app so the thread follows you
- Templates and snippets for the messages you send daily
Know which lanes are actually producing
Source, stage velocity, appointment counts, and conversion by campaign — so budget goes where the closings come from instead of where it went last year.
- Lead source and campaign attribution
- Appointment and conversion tracking by lane
- Exportable data — your database stays yours
Works hand in hand with AI follow-up: the AI works the thread, the CRM keeps the record.
Duct-taped tools are where deals quietly disappear.
Put your business in one place.
Setup fee waived as a current offer. We import your database and build the pipeline for you.
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