Command from the first screen.
Your dashboard, built by you. A library of widgets, arranged the way you want.
Every conversation. One thread.
Email and text arrive in one inbox, a single thread per contact.
Every contact, lead and customer in one place, with the full history on each record. Nothing scattered.
- Phone
- on record
- on record
- Source
- Form, Client intake
- Tags
- Buyer Warm
- Booking madeWalkthrough, Thursday
- Document viewedOffer sheet
- Email sentOffer sheet and video
- Text receivedFirst message
- Form submittedClient intake
Your pipeline, seen whole.
Every stage in view, and the open value of each one in front of you.
Set it in motion.
Fourteen triggers. Steps that send a text or an email, create a task, move a deal, wait, branch, or send a document for signature. You build it in the builder.
Once live, automations run on their own schedule.
Booked. Signed. Understood.
Publish your calendar. People book the slots you open.
Create a document from a PDF or from text, place the fields, set the signing order, send it, and keep the signed copy on the contact.
Real rows, one range, grouped the way you ask. Saved reports keep the setup.
Built for the people who close.
Acquisitions. Dispositions. Transaction coordination. The teams who keep a pipeline moving.