Lead Intelligence & Pipeline
MLS-linked listings, ISA workflows, AI scoring, smart lists, lead ponds, sequences, and transaction pipelines. The CRM built for how real estate actually works.
Contact Management & Sphere
8 featuresUniversal Contact Profiles
One record per contact with full activity timeline, roles (Buyer, Seller, Investor, Landlord, Referral Source), relationships, and property history.
Sphere Segmentation
Past clients, active clients, sphere of influence, vendors, agents — smart segments that auto-update based on transaction history and engagement.
KYC & Identity Verification
Built-in verification for high-value transactions, international buyers, and compliance requirements. ID scanning and AML checks.
AI Contact Summaries
Auto-generated overviews from all activity: calls, texts, showings, offers, and closings summarized in seconds before your next interaction.
Relationship Mapping
Track referral chains, family connections, and professional relationships. Know who referred whom and the lifetime value of each relationship.
CRM Import Wizard
One-click migration from Follow Up Boss, kvCORE, CINC, Lofty, Sierra Interactive, BoldTrail, LionDesk, Wise Agent, and CSV.
Agent-Owned Database
Your contacts belong to you, not your brokerage. Switch offices and your entire database, history, and sequences come with you.
Web Activity Tracking
See when contacts browse your IDX site, view listings, open emails, or click links. Engagement data feeds lead scoring.
Lead Capture & Routing
8 featuresMulti-Source Lead Capture
Zillow, Realtor.com, your IDX site, yard-sign text codes, open house sign-in, Facebook ads, and Google PPC — every source into one pipeline.
Lead Ponds & Claiming
Shared lead pools where agents claim prospects first-come-first-served. Unclaimed leads auto-reassign on timer. ISA teams work the pond.
Round-Robin & Territory Routing
Distribute leads by geography, price range, property type, performance, or pure rotation. 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 (0-100), objection handling, and auto-handoff when threshold met.
Speed-to-Lead Tracking
Response time per agent measured in seconds. Auto-reassignment when leads go unclaimed past threshold. The metric that wins listings.
SMS Text Code Capture
Yard signs with text codes ("Text HOME123 to 55512") funnel leads into your CRM with property context and instant auto-response.
Open House Sign-In
Digital sign-in forms on tablet or phone. Leads flow directly into your pipeline with property context and follow-up sequences triggered.
Lead Source Attribution
Track every lead back to its source: Zillow spend, Google cost-per-lead, yard sign ROI, open house conversion. Know what works.
Smart Lists & Scoring
4 featuresBehavioral Lead Scoring
Engagement-weighted scoring: listing views, site visits, email opens, showing requests, and timeline urgency. Surface hot leads automatically.
Smart List Builder
Boolean logic filters. Pre-built: New Leads Today, Hot Leads No Contact 48h, Showing This Week, Under Contract, Past Clients Anniversary.
ISA Workflow Dashboard
Dedicated view for inside sales agents: lead queue, call list, qualification metrics, handoff tracking, and conversion-to-appointment ratios.
At-Risk Detection
Automated flags for leads going cold, deals stalling, or clients disengaging. Auto-trigger win-back sequences before opportunities disappear.
Sequences & Nurture
4 features25+ Pre-Built RE Sequences
New Buyer Nurture, Just Listed, Just Sold, Open House Follow-Up, FSBO Outreach, Expired Listing, Sphere Monthly, Anniversary, Rate Drop Alert, and 16 more.
AI Sequence Builder
Select lead type, goal, duration, tone, and channels. AI generates the entire multi-month email, SMS, and task sequence in seconds.
Sphere-of-Influence Automation
Monthly market updates, home anniversary reminders, holiday touches, and CMA anniversary triggers to stay top-of-mind with past clients.
Listing Alert Sequences
Automated property alerts based on saved searches. When matching listings hit MLS, your leads get notified before they see it on Zillow.
The 9 PM Listing Alert
A new listing hits MLS at 8:47 PM in a hot market. Your saved-search alert goes out to matching buyers before the listing agent finishes their wine. Speed wins in real estate.
Your Database, Your Career
Every contact you build, every sequence you craft, every relationship you nurture — it belongs to you. Change brokerages without losing your life's work.