Move every lead through one clear, seven-stage pipeline

Eight deal types, including Dual Agency, Commercial Lease, and Referral, can be managed from contract through closing. Sales follow seven stages and leases follow six; creating a transaction also creates its checklist, due dates, and commission calculation.

Four tabs separate All, Today, Overdue with a red count, and Completed, so late work cannot disappear among future tasks. The system supports seven task types and four priorities, keeps the related contact on each card, accepts voice entry, and can queue email, SMS, and browser-push reminders through separately enabled channels; delivery depends on the saved contact details, browser permissions, and external providers.

Private tours and open houses share one calendar, whether the property is your own listing or outside your inventory. Saving a showing sends confirmation to you and the attendees, schedules reminders 24 hours and 2 hours ahead, and creates a CRM contact for a new attendee.