Built for How Solo
Agents Actually Work
Every feature ships because a real agent asked for it. No bloat, no team features you'll never use.
7
feature categories
Client Portal
built-in, no extra app
Daily
morning digest email
Google Drive
integration included
Contacts & Clients
Every client relationship in one place — nothing falls through the cracks.
Smart Contact Profiles
Store buyer preferences, seller details, pre-approval status, budgets, and full contact history — all on one page.
Contact Types
Tag contacts as Buyer, Seller, Investor, Renter, or Landlord. Each type shows a tailored profile card with the fields that matter.
Relationship Linking
Link spouses, co-buyers, and referral sources. Hide secondary contacts from the main list while keeping them accessible.
CSV Import & Export
Bulk import from any CRM via CSV. Export your full contact list anytime — your data is always yours, no lock-in.
Pipeline & Deals
Manage every buyer deal and seller listing from first contact through closing.
Buyer & Seller Pipelines
Separate Kanban boards for buyer deals and seller listings — each with their own stage columns and workflow.
Custom Pipeline Stages
Create, rename, reorder, and color-code stages to match exactly how you work in NJ real estate.
Deal Detail Pages
Every deal has a full page: financials, timeline, transaction checklist, activity log, and linked Google Drive files.
Commission Tracking
Track gross commission, splits, and net-to-agent per deal. See projected and earned commissions on the dashboard.
Transaction Checklists
Auto-generate a pre-built checklist when a deal goes under contract. Mark items complete as you close.
Client Transaction Portal
Give your clients a branded window into their transaction — no login, no app download.
Secure Client Access
Clients access their portal via a unique link + 6-digit PIN sent to their email. No account creation required.
Milestone Timeline
Clients see a visual progress bar with all transaction milestones — you control which checklist items are visible.
Client To-Do List
Assign tasks to your client directly from the deal page. Clients mark them complete from the portal; you get an instant notification.
Document Sharing
Share documents with your client or let them upload files to you — delivered to your inbox as an email attachment.
Updates & Messaging
Chat thread between you and your client inside the portal. Keep all transaction communication in one place.
Instant Agent Alerts
Get an in-app notification and email the moment your client completes a task, sends a message, or uploads a document.
Tasks & Reminders
Stay on top of every follow-up so nothing slips between the cracks.
Task Management
Create tasks with due dates, priorities, types, and contact links. View by upcoming, overdue, or completed.
Today's Focus Widget
Dashboard widget shows overdue + due-today tasks at a glance. Mark complete without leaving the dashboard.
Overdue Notifications
Get in-app notifications when tasks go overdue — with a deep link that opens the task directly.
Daily Morning Digest
A personalized email each morning with your overdue tasks, tasks due today, unread client messages, and pending client to-dos.
Google Workspace Integration
Connect the tools you already use — no migration required.
Google Drive
Browse and link your Drive folders to any deal or contact. Files open directly in Drive — no uploading, no duplicates.
One-Click Connect
Connect your Google account in 30 seconds from the integrations settings page. Disconnect anytime.
Reports & Analytics
Know your numbers — commissions, conversion rates, and pipeline value at a glance.
Commission Dashboard
This month, this quarter, and year-to-date commission summaries — always up to date.
Pipeline Overview
Visual bar charts showing deal count and value across every stage for both buyer and seller pipelines.
Lead Source Breakdown
See which lead sources (referral, Zillow, open house, etc.) are driving the most contacts and closed deals.
CSV Export
Export commissions, contacts, and deals as CSV with one click. Your data, always accessible.
Security & Account
Your client data deserves enterprise-grade protection — without the enterprise price.
Two-Factor Authentication
Secure your account with TOTP-based MFA (Google Authenticator, Authy, etc.).
Login Audit Log
See a full history of every login attempt — with IP address, timestamp, and success/failure status.
Idle Session Timeout
Automatically logs you out after 30 minutes of inactivity to protect client data.
Weekly Data Backup
Automated weekly backup of all your CRM data to secure storage. Export anytime as CSV.
Ready to get organized?
Join the waitlist for free beta access and founding member pricing. Launching Summer 2026.