Every lead. Every source. One organized list.
Website-assistant conversations and form submissions arrive automatically with their source attached. Add a phone call, referral, or open-house contact in seconds, and accept outside records through a keyed Zapier endpoint. Search, filter, update status, and begin an AI-assisted follow-up from the same workspace.
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Lead statuses
New → Trying to Reach → Contacted → Showing → Negotiating → Closed Won / Lost
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Lead sources
AI Assistant · Contact Form · Property Inquiry · Open House · Phone Call · and more
4
Client types
Sale · Rent · Commercial · Investor — plus an Untyped filter
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Export formats
CSV or Excel — eight columns, up to 50,000 rows
The whole lead list on one screen
Sources and statuses stay visible while the full record opens alongside the list
How a lead moves through your pipeline
New
Just arrived, nobody has reached out yet. Sits at the top of the list.
Trying to Reach
You've started reaching out and there is no reply yet.
Contacted
You have spoken. The conversation is live.
Showing
A property showing is scheduled or already done.
Negotiating
An offer is in and the back-and-forth is under way.
Closed Won
Won — the lead opens a deal form already filled in from the record.
Lost
It did not go ahead. The record keeps its full history.
New
Just arrived, nobody has reached out yet. Sits at the top of the list.
Trying to Reach
You've started reaching out and there is no reply yet.
Contacted
You have spoken. The conversation is live.
Showing
A property showing is scheduled or already done.
Negotiating
An offer is in and the back-and-forth is under way.
Closed Won
Won — the lead opens a deal form already filled in from the record.
Lost
It did not go ahead. The record keeps its full history.
How it works — 4 steps
The lead arrives labelled with where it came from
Assistant conversations and every form on the site land here on their own, under one of eight sources: AI Assistant, Contact Form, Property Inquiry, Referral, Open House, Social Media, Phone Call, Manual Entry. Outside sources — portals, ad forms, spreadsheets — deliver through a keyed Zapier endpoint that writes the source and the New status insert-only, so first touch is never overwritten. Not every source supplies every field.
Quick Add: paste or dictate a sentence, AI fills the form
Paste a WhatsApp message, an email or your notes from a call — or just dictate it — and an AI parse fills name, email, phone and message. Full Entry is there when you want the complete form. Both check for a duplicate on email and phone before saving and warn you in the form; it is a check, not a guarantee.
Open the record, not a row
Contact details, source and created date, the original inquiry, the linked property, status, type, notes and the AI brief in one panel with inline editing. Search runs across name, email and phone, the list pages at 50 rows, and an inserted or updated lead appears without a refresh.
Export when you need it
CSV or Excel, the filtered set or the whole book, over eight columns — Name, Email, Phone, Source, Status, Message, Property, Date. The server pulls the full dataset rather than the 50 rows on screen, up to 50,000 rows, and the CSV carries a UTF-8 byte-order mark so accents survive Excel.
What's inside every lead record
Contact info with one-click copy
Email and phone number with a copy-to-clipboard button. Contact details, status, type and notes are edited inline in the same drawer.
Text and voice notes
Notes typed or spoken, each with its timestamp, plus the website chat sessions with their transcripts. Everything you know about this person stays attached to the record.
AI Brief — up to 8 signal tags
One click condenses the stored fields and the website chat into tags like Hot lead, Urgent, Cash buyer, Pre-approved, Investor, Relocating, First-time buyer, plus preference tags such as Waterfront or Needs parking. They are an AI reading of what is on file — not qualification, creditworthiness or permission to contact.
Source, property and portal activity
Where the lead came from — AI Assistant, Contact Form, Property Inquiry, Referral, Open House, Social Media, Phone Call or Manual Entry — which property they asked about, and what they did on your own website: homes saved, searches saved, listings recently viewed and sign-ins, each with its timestamp. Portal activity depends on the visitor consenting and signing in.
Maria Gonzalez
Notes
Interested in a 2-bedroom home in Brickell, budget $600K, relocating from New York City in June
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