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Dashboard

Welcome back!
📣 Announcements
Team-wide updates and notices.

Let's close some deals today.

Your pipeline at a glance.

Active Leads
0
In your pipeline
Tasks Due
0
Next 7 days
Under Contract
0
In progress
Closed YTD
0
Way to go!
Quick Launch
Jump straight into your Google Workspace tools.
Recent Leads
Your 5 most recently added leads.
Up Next
Your tasks due in the next 7 days.

CRM & Leads

Track every buyer, seller, and prospect through your pipeline.

Tasks

Stay on top of follow-ups, paperwork, and deadlines.

Team Chat

Quick chat with your team in topic-based channels.
Channels
#general
Pick a channel to start chatting.
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Email Scripts

Plug-and-play templates for every trigger event. Click to copy.

Documents & SOPs

Training materials, scripts, and standard operating procedures.

Checklists

Build winning habits with daily and weekly routines.

Daily Power Hour

Weekly Game Plan

Open House Checklist

New Listing Onboarding

Quick-Dial Contacts

Lenders, title, inspectors, photographers, and trusted vendors.

Settings

Manage your account, team, and Quick Launch links.

My Account

Quick Launch URLs

Customize where each Quick Launch tile sends you. Use your team's shared Drive folder, a specific Gmail label, etc.

Data

All data is stored locally in this browser. Back up regularly! Export gives you a JSON file you can re-import or share with another machine.