From first contact to signed contract

Sales & CRM

Lead pipeline, customer profiles, proposals with one-click conversion to bookings, and franchise management for multi-location operations.

3 features

AI-Powered CRM

A contact database that actually works for real estate. Configurable pipeline stages, lead categorization by type (rental, buyer, owner, corporate), automated follow-up sequences, and a 360-degree view of every relationship — bookings, invoices, communications, and satisfaction scores all visible from one profile.

Replaces:SalesforceHubSpotPipedrive

Visual Pipeline

Drag-and-drop leads through custom stages. See your entire funnel at a glance.

Auto Follow-Ups

Welcome email → 48h follow-up → viewing invitation. Runs in the background.

Contact Management

Multiple contacts per customer. Track who decides, who pays, who manages.

KPI Dashboard

Conversion rates, response times, pipeline value, agent performance comparisons.

Proposals & Quotations

Create polished proposals in minutes, not hours. Service-based pricing, property showcases with photos and amenities, and view analytics that tell you exactly when a client opened your proposal. When they say yes — one click converts it to a booking or invoice.

Replaces:ProposifyPandaDocBetter Proposals

Professional Format

Branded proposals with service breakdown, pricing, and terms.

View Analytics

Know when clients open your proposal and how many times they view it.

One-Click Conversion

Accept → Booking or Invoice. All data transfers automatically.

Bulk Sending

Send personalized proposals to multiple property owners at once.

Franchise & Multi-Location

Growing from one office to ten shouldn't mean ten separate systems. Franchise management gives each location autonomy while the central office maintains oversight — territory-based lead routing, automated commission calculations, and network-wide performance reporting.

Territory Management

Define territories by zip code, city, or custom area. Leads auto-route to the right office.

Commission Tracking

Percentage, flat-fee, tiered — any commission structure, calculated automatically.

Lead Sharing

Transfer leads across locations with full context preserved.

Network Reporting

Compare locations, identify best practices, spot underperformers.

Ready to see it in action?

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