Six offices. Six versions of the truth.
When every office runs its own stack, “how is sales doing?” has six answers. The data exists — in six tools, six formats, six definitions of a qualified lead.
Comparable numbers start with a common system
Rollup reporting isn’t a dashboard trick. It works because every team runs sales the same way, on the same platform — so the numbers mean the same thing everywhere.
Same pipeline, every office
Shared stages and definitions across teams — a “qualified lead” in Phoenix means what it means in Atlanta.
Same phone system
Every call — answered or missed — is logged the moment it happens. Answer rate is measured, not self-reported.
Same process engine
Follow-up runs on shared Processes, so effort per team is measurable — not anecdotal.
One report for the whole enterprise
Answer rate, conversion, speed to lead, and pipeline — rolled up across every team, on one screen, live.
When you need more than reports, build on top
Everything behind the rollup — every call, deal, contact, and process event — is available over our API and webhooks. Enterprise plans include enhanced API access and support for your data team.
Your warehouse, your BI
Pipe call and pipeline data into Snowflake or Power BI and join it with accounting, door counts, and royalty data.
Franchise systems
Route corporate-site leads to the right office automatically, and sync performance back to franchise scorecards.
Custom scoreboards
Office TVs, comp dashboards, incentive tracking — driven by live events over webhooks.
Solving for the way you operate
Replacing scattered tools
Consolidate CRM, phone, and ops into one contract.
Maintenance at scale
Triage, dispatch, and resident updates — all included.
BDM-driven growth
Speed to lead and follow-up that closes doors.
Growing your door count
Processes that survive your next hire.