The CRM for Real Estate Teams.
Maximize Team productivity and supercharge growth with a simple, collaborative tool to manage clients and leads, nurture relationships and streamline your sales processes.
A simple, shared CRM solution for your team
Manage clients and build stronger relationships.
Discover the ultimate, collaborative contact management tool designed specifically for real estate teams. Effortlessly add and interact with clients using one simple, unified contact database, shared with your entire team. Enhance relationship building, streamline sales processes, and boost team efficiency with all essential lead and client information—notes, files, tasks, email interactions, and reminder notifications—centralized in one convenient location.
Start your free trial below and invite your Team members to join. Enjoy the flexibility of secure remote access from any device, whether it's a computer, tablet, or phone, through a web browser or our dedicated mobile app for both iPhone or Android.
Contacts
You won’t believe how easy it is to add clients, contact information and properties. Click, click, done.
Groups
Categorize your contacts with group labels and favorites. Your database will be so organized, Marie Kondo would be impressed.
Import
Don't like data entry? Simply import contacts from Google, Outlook, iPhone, Excel or a spreadsheet from other CRM software.
Leads
Connect your online leads from your website or a lead capture source, then watch as new leads automatically are added to your CRM database.
Lead and deal tracking for your team
Streamline your sales workflows with the visual deal pipeline.
Effortlessly manage deals and assign tasks with our intuitive visual pipeline for real estate teams. Instantly see client progress and task distribution at a glance, ensuring nothing falls through the cracks.
Enhance lead and client management with our user-friendly drag-and-drop feature, propelling clients smoothly through each sales stage. Tailor workflows for your team to guarantee a uniform and exceptional experience for all.
Deal Pipeline
Visually track all your leads, buyers, listings and closings on one page. Plus, assign them to team members.
Drag & Drop
Drag-and-drop potentail deals through your sales pipeline. Work hasn't been this fun since Instagram.
Task Workflows
Want consistant sales processes for your team? No problem, with customizable workflows you can setup task checklists for every stage.
Customizable Stages
Customize sales stages and deal categories to match your exact sales process. Be sure clients get a consistent experience, from every agent.
A shared work calendar for your team
Task calendar and workflows
Meet the digital schedule made for real estate teams. Manage client follow-ups, set birthday reminders and assign tasks to your team members. It’s never been so easy to keep your entire team organized.
Follow Up Reminders
Assign follow ups to your agents. Set a recurring reminder for every week, months, or yearly so they won't forget to keep in touch.
Home Anniversaries
It's easy to add home purchase anniversary dates for clients too. So you'll be reminded each year of upcoming home anniversaries.
Client Birthdays
Never miss a birthday for a client, spouse or kids. By showing them you care about family, you build strong relationships.
Mobile Calendar
Work on the go, and never miss a thing! Your team schedule is available on your iPhone, iPad or Android mobile device. Even sync to your Google Calendar.
All your team data in one place
Integrations and lead capture
Maximize efficiency and streamline your workflow with our advanced integrations for real estate teams. Connect your website and other online lead generation sources with our seamless online lead capture. We provide everything you need to enhance your team's productivity and safeguard your data in one centralized place.
Lead Capture
Copy, paste, capture. Like magic your online website leads appear in your CRM. Goodbye flagged lead emails.
Marketing
Sync your CRM with Mailchimp for access to powerful email marketing, automations and drip campaigns.
Integrations
Connect to the tools you need with included CSV import & export, sync to Google contacts & calendar, online lead capture and more!
Secure
Your online leads are secured through best-in-class standards. Hosted on Amazon Web Services in North America.
Get a CRM for your real estate team
Let’s talk. Call 1-855-660-1010 Ext. 1 to connect with a Team sales representative.
We’re here to help. Call to talk to a Team CRM sales representative, or send us a message below.