Your agent-first system of record
CRM built for relationships not spreadsheets
Stop hunting through inboxes and notes. See the full story—clients, households, partners, and every touch—in one clean view.
Organize clients, households, and partners
- Track partner usage and deals
- Keep clients close with notes, properties, and past deals
- Properties, files, and activity that travel with the contact.
Never miss an essential milestone
- Lightweight prompts keep you ahead without Friday “status hunts.”
- One-click emails and call notes tied to the right deal.
- Push key dates to your calendar instantly.
Stay on top of your goals
- Dashboard analytics keep you on the pulse of your business.
- Add a TC or assistant, or your entire team.
- Save valuable time with your business under one roof.
Get organized in minutes
Import your contacts, link partners, and start every deal with context.
Everything you expect from a modern CRM
Built for real estate workflows, not generic sales pipelines.
Households & relationships
Keep spouses and co-buyers linked so updates reach the right people.
Email capture
Log emails to the right deal and reply with saved templates.
Calendar friendly
Export key dates with ICS and stay on top of deadlines.
Notes & files
Everything in one place when you need it—no more digging.
Smart tags
Segment by source, price range, or region for quick targeting.
Secure by design
Org-scoped data, roles, and encrypted PII where it matters.
Ready to add your brokerage? Talk to sales.