Every lead. Every source. One organized list.
Leads from your AI chat widget and contact forms arrive automatically. Leads from Zillow, referrals, or calls — add in seconds. Search, filter, track status, and launch AI follow-ups without switching apps.
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Lead statuses
New → Contacted → Qualified → Showing → Negotiating → Closed
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Lead sources
AI Chat · Forms · Zillow · Realtor.com · Referral · and more
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Search fields
By name, email, or phone number
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Export formats
CSV and Excel — your full lead database
See the leads list in action
From new inquiry to follow-up — without leaving the screen
VIDEO DEMO
How a lead moves through your pipeline
New
Lead just arrived. Not yet contacted. Appears at the top of your list.
Contacted
You've reached out. Waiting for response or next step.
Qualified
Budget, timeline, and motivation confirmed. Real buyer or seller.
Showing
Property showing scheduled or completed.
Negotiating
Offer submitted or under active negotiation.
Closed
Deal closed. Lead archived with full history.
New
Lead just arrived. Not yet contacted. Appears at the top of your list.
Contacted
You've reached out. Waiting for response or next step.
Qualified
Budget, timeline, and motivation confirmed. Real buyer or seller.
Showing
Property showing scheduled or completed.
Negotiating
Offer submitted or under active negotiation.
Closed
Deal closed. Lead archived with full history.
How it works — 4 steps
Lead arrives or is added
Leads from your AI Chat widget and contact forms land here automatically. For leads from calls, Zillow, or referrals — add them manually in seconds using the Add Lead form.
Smart Paste: paste any text, AI fills the form
Copy a WhatsApp message, an email, or notes from a call. Paste it into Smart Paste — AI reads it and fills in name, email, phone, and notes automatically. No manual typing.
Launch AI follow-up from the table
Click any lead's action menu → AI Follow-Up → the composer opens with that lead's context pre-loaded. Write a personalized SMS or WhatsApp message in seconds.
Export when you need it
Export your full lead list or filtered results to CSV or Excel at any time. Your data is always yours.
What's inside every lead record
Contact info with one-click copy
Email and phone number with copy-to-clipboard button. Edit them directly from the drawer without going to a separate settings page.
Notes
Add freeform notes to any lead. Everything you know about this person stays attached to their record.
AI Brief
One click generates a summary of the lead: who they are, what they want, and what the next best action is. Based on all data in the record.
Source + property tracked
See where the lead came from (AI Chat, Contact Form, Zillow, Referral, etc.) and which property they inquired about.
Maria Gonzalez
Notes
Interested in 2BR in Brickell, budget $600k, relocating from NYC in June
See your leads list live — with real data.
60-minute demo. We configure it. You watch it work.