Your digital whiteboard - a bird's eye view! Managing your deals (buyers and sellers) and sales funnel!
Customize your workflow for each deal type and stage of your sales funnel. Then, schedule all of your checklist tasks from one screen for quick and easy task management.
Add your entire to-do list for a stage of your pipeline from one screen
Escrow or conditional? Customize your pipeline stages to reflect your sales funnel.
You're not always just buying or selling - customize your deal type for leasing, renting, and other real estate transaction types
Download a .csv file of your pipeline, including your leads, prospects, active, escrow, and closing deals
Have a deal in your pipeline that's been won or lost? Change the status and move it to your transactions.
Fill in your deal's information as you learn more.
Add a lead or new deal to your CRM pipeline
How to schedule one-off deal tasks or items you left off your workflow
Set your commission defaults to be automatically applied to all your future Deals.