CRM & Pipeline
CRM & Pipeline: All Deals at a Glance
Manage your transactions from initial inquiry to closing - clearly and efficiently.
Your Benefits with the CRM
Professional transaction management for real estate professionals.
Pipeline View
See at a glance what phase each deal is in.
Activity Tracking
All interactions with investors are automatically logged.
Team Features
Collaborate with colleagues and share deals within your team.
Document Management
Centrally manage exposés, LOIs, and supporting documents.
The Optimal Deal Workflow
1
Capture Deal
Create new property and add to pipeline.
2
Match Investors
The Matching-Engine finds suitable prospects.
3
Communicate
Send teasers, manage inquiries, release exposés.
4
Close
Guide the deal through the pipeline to successful closing.