⌘K

Today

0New leads, untouched
0Replied, waiting on you
0Working
0Going cold
0Under contract
NewWorkingNeeds youGoing coldUnder contract

Follow-up

Everything that needs a human today.

Contacts

Deals

Contract-to-close pipeline with option period, appraisal, financing and closing deadlines. Arrives in the next pass, once contacts and follow-up are running on real data.

Campaigns and sequences

Stage-driven follow-up across email, text and call tasks, bilingual, with the Texava template. Needs the Gmail connection and the texting number — next pass.

Calendar

Both Google calendars in one view with a public booking page. Connect happens in Settings once the Gmail and Calendar scopes are approved.

Money

Closings, your side of each deal, and cost per close by lead source. Follows the Deals pass.

Team

Who can sign in and who gets which leads.

Forms & settings

Every website form the CRM has seen, what each field means, and whether it feeds real estate.