Solutions
Sales
Marketing
Owner Management
Finance
Project Management
Inventory
Channel Partners
Supporting Features
Sales
Lead management
Manage and engage with leads with our robust CRM
Workflow automation
Automate your sales process with triggers and AI
Marketing
Pre-sales
CRM tools to qualify and win better leads
Customer delight
Nurture and delight your customers with marketing tools
Greeting automations
Personalize messages to keep in touch with your leads
Drip campaigns
Create marketing campaigns that convert leads
Owner management
Owner tracking
Owner management and milestone updates
Documentation
Secure, cloud based paperwork
Finance
Receipt tracking
(Coming soon)
Manage and track your finances
Project Management
Milestones
Keep buyers up to date on milestone completion
Updates
Send instant updates to buyers
Documents
Cloud-based document management and paperwork
Inventory
Sold
Manage your purchased units and buyers
Balance
Keep inventory of all your units
Pricing sheet
Custom, profitable quote generation
Channel Partner Management
Leads
Tools to empower your brokers’ lead generation
Payment tracking
(Coming soon)
Payment solutions for brokers
Supporting Features
Integrations & intelligence
Artificial intelligence, integrations, and more
Security, legal & finance
Security measures, legal compliance, and finance stack
White-labeling & mobile apps
User focused, white-labeled experience
Solutions
Sales
Lead management
Manage and engage with leads with our robust CRM
Workflow automation
Automate your sales process with triggers and AI
Marketing
Pre-sales
CRM tools to qualify and win better leads
Customer delight
Nurture and delight your customers with marketing tools
Greeting automations
Personalize messages to keep in touch with your leads
Drip campaigns
Create marketing campaigns that convert leads
Owner management
Owner tracking
Owner management and milestone updates
Documentation
Secure, cloud based paperwork
Finance
Receipt tracking
(Coming soon)
Manage and track your finances
Project Management
Milestones
Keep buyers up to date on milestone completion
Updates
Send instant updates to buyers
Documents
Cloud-based document management and paperwork
Inventory
Sold
Manage your purchased units and buyers
Balance
Keep inventory of all your units
Pricing sheet
Custom, profitable quote generation
Channel Partner Management
Leads
Tools to empower your brokers’ lead generation
Payment tracking
(Coming soon)
Payment solutions for brokers
Supporting Features
Integrations & intelligence
Artificial intelligence, integrations, and more
Security, legal & finance
Security measures, legal compliance, and finance stack
White-labeling & mobile apps
User focused, white-labeled experience
About
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