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Our Growth Plan includes a powerful, full-featured CRM built for property managers—helping you track owners, tenants, buyers, sellers, vendors, and referral partners all in one place.

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The Growth Plan Includes

Faster With Automation

Automate tasks, emails, and reminders, freeing up your time for growth.

80+ Email & Text Templates

Send these manually or automatically throughout your owner, tenant, and referrer workflows.

300+ Workflow Tasks

Over three hundred workflow tasks, already built into the templates so you will always do exactly the right thing at the right time.

Instant Notifications

Follow up with leads in 60 seconds or less. Never miss a lead!

Features

Automatically Import Your Leads

Import leads from all your marketing channels automatically. Just point sources to a unique email address.

Notify & Route Leads To Agents

Notify agents immediately for every new lead and have the first available person call them back instantly.

Communication Tracking

Automatically track and record all your calls, emails and text messages with leads and clients.

Track Email Opens & Clicks

Know which prospects are engaging with your content and which ones aren't.

Track Lead Status

Define your sales process with stages to track the status of every lead, whether they're cold, warm or an existing customer.

Automate Sales Process

Add a workflow to each sales stage to help you and your team follow a standardized process for every lead.

Email Drip Campaigns

Use Workflows and Email or SMS templates to create automated drip campaigns for cold prospects, existing clients or referral partners.

Follow Up Reminders

Your team gets reminded to follow up on each lead based on the stage the lead is in. That way, they never forget to call, email or text.

Team Collaboration

Invite all your team members, customize permissions, assign leads and tasks and collaborate on your work.

Track Your Agents

Keep track of the leads, tasks, conversion rate (and more) of your agents. Listen to phone calls, provide coaching and keep them on track.

Track Your Marketing

Keep tabs on where your leads are coming from, which sources produce best and where you should be putting your marketing money.

Forecast & Track Goals

Set growth goals, track lead volume and conversion rate, and measure if you'll hit your goals on time or if course correction is needed.

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