CRM & Lead Intelligence
Universal contact profiles with lead capture, intelligent routing, AI qualification, scoring, smart lists, and 20+ pre-built sequences.
Contact Management
8 featuresUniversal Contact Profiles
One record per contact with full activity timeline, roles (Prospect, Client, Investor, Vendor, Referral), relationships, custom fields, and document tabs.
Duplicate Detection & Merge
Automatic detection flags potential duplicates. One-click merge consolidates records without losing history.
KYC & Identity Verification
Built-in Know Your Customer verification, AML checks, ID document scanning, and right-to-rent verification for compliance.
AI Contact Summaries
Auto-generated overviews from activity history — calls, emails, showings, and deals summarized in seconds.
Voice-to-Text Notes
Dictate notes from the field using your browser microphone. Transcribed and saved to the contact record instantly.
Web Activity Tracking
See when contacts visit your portal, view properties, open emails, or click links. Engagement data feeds lead scoring.
CRM Import Wizard
One-click migration from Salesforce, HubSpot, Pipedrive, Zoho, kvCORE, BoldTrail, Follow Up Boss, and Wise Agent.
9-Tab Contact Profile
Overview, activity, bookings, deals, documents, messages, financial, access, and notes — everything in one place.
Lead Capture & Routing
8 featuresLead Inbox with Real-Time Alerts
Every new lead triggers instant notifications. Speed-to-lead tracking measures response time per agent.
Round-Robin Distribution
Automatically distribute leads across your team. Territory-based, performance-based, or pure rotation.
Lead Ponds & Claiming
Shared lead pools where agents claim prospects first-come-first-served. Unclaimed leads auto-reassign on timer.
Lead Flow Rules
Conditional routing by source, price range, property type, or geographic zone. The right lead reaches the right agent.
AI Lead Qualification Bot
Conversational AI qualifies leads via SMS and email 24/7. Configurable questions, weighted scoring, objection handling, and auto-handoff to agents.
SMS Text Code Capture
Yard signs and print ads with text codes funnel leads directly into your CRM with property context.
Auto-Reply & Behavioral Triggers
Instant auto-response to new inquiries. Trigger messages when leads take specific actions on your site or portal.
Lead Source Attribution
Track every lead back to its source: website, Zillow, Facebook, yard sign, referral. Measure ROI per channel.
Smart Lists & Scoring
4 featuresLead Scoring Engine
Engagement-based qualification scoring: email opens, link clicks, property views, timeline, and budget. Identify hot leads instantly.
Smart List Builder
Custom filters with boolean logic. Pre-built lists: New Leads Today, Hot Leads No Contact 48h, Nurture List, Past Clients, Unassigned.
Bulk Actions
Email, SMS, tag, assign, or export entire smart lists in one click. Manage hundreds of contacts efficiently.
At-Risk Detection
Automated flags for leads going cold. Auto-trigger win-back campaigns before prospects disappear.
Sequences & Automation
4 features20+ Pre-Built Sequences
New Buyer Nurture, Just Listed, Just Sold, Open House Follow-Up, FSBO Outreach, Expired Listing, Sphere of Influence, and 13 more — ready to deploy.
AI Sequence Builder
Select lead type, goal, duration (1-24 months), tone, and channels. AI generates the entire email and SMS sequence for you.
Visual Sequence Builder
Drag-and-drop steps with branching logic, conditional sends, and time-based triggers. Multi-channel: email, SMS, and tasks.
Date-Triggered Automations
Anniversary, birthday, contract expiry, and custom date triggers. Auto-tagging rules based on behavior.
Never Lose a Lead Again
Every contact, interaction, and opportunity in one place. Smart lists and automation ensure hot leads never fall through the cracks.
Speed Wins Deals
Instant notifications, smart routing, auto-responses in seconds. Be the first agent to respond — every time.