Know where every client relationship stands
Keep names, contact details, preferences and notes organized in one searchable address book. When client information is easy to find, you can spend less time piecing together context and more time preparing for the next conversation.
Bring the client record together
Add contacts individually or in batches, import an existing database, and attach related properties, transactions, files and notes to a profile. Filters help you find buyers, sellers and other real-estate contacts by project or relationship.
Make follow-up feel personal
Keep birthdays and other important dates beside a client’s history and preferences, so you can review the right details before you reach out. Free onboarding is available to help with a database transition.
Make every client conversation easier to pick up.
Keep contact details, notes and important dates close to the history behind each relationship.