CRM & Pipeline
A database that actually knows your clients.
Contacts, deals, and pipelines built for real estate — with every email, text, call, listing view, and task on one record, so nothing about a client lives in your head alone.
See every deal, exactly where it stands.
Deals move through stages you define — not stages a generic CRM thinks a “sales team” has. One glance at the board tells you who needs a push, what closes this month, and where the quiet spots are.
- Pipelines and stages shaped to your business
- Deal values and timelines at a glance
- Every deal linked to its contacts, property, and tasks
Lists that maintain themselves.
Build a list once from real criteria — stage, tags, area, budget, last activity — and it stays current as your database changes. Smart lists drive your campaigns, alerts, and automations, so “Ballard buyers” always means the buyers in Ballard right now.
Make it fit how you already work.
Custom fields, tags, lead sources, and contact stages are all yours to shape. Import your existing database in minutes and keep the vocabulary your team already uses — the CRM adapts to you, not the other way around.
- Custom fields for the details your market cares about
- Tags, lead sources, and stages you control
- Saved views and columns per teammate
Better together
Every feature shares the same client database, so each one you turn on makes the others smarter.
Ready to uplevel?
Bring your contacts, your number, and your market. Leave the duct tape behind.