Live listing snapshot
Pipeline value, weighted forecast, and closed-sales totals recalculate every time a deal moves. The number your broker sees is the number in the system.
Real Estate CRM
Your listings and deals, in focus
Track listing value, watch deals move from showing to close, and spot the clients who need a call today — all in one place. Replace the sample data with your own properties and this CRM becomes your brokerage's single source of truth.
This period
Listing & deal snapshot
A quick read on where the numbers stand right now. Every figure below is calculated live from the property deals in your workspace — replace the seed records with your own listings and the totals update instantly. No spreadsheets, no manual roll-ups, no stale numbers from last month.
Built for the listing agent
A cleaner way to run your book of business
Agents lose hours every week reconciling spreadsheets, chasing showing feedback, and rebuilding the pipeline by hand. This CRM replaces that busywork with one place where every property deal, client, and closing date stays current. Below is how three workspaces fit together so no listing slips through the cracks.
Stage-by-stage clarity
See exactly how much listing value sits in each stage, from new lead to closed, so you know whether the problem is lead volume or offers that stall before closing.
One source of truth
Clients link to deals, deals link to agents. No more three versions of the same buyer scattered across four spreadsheets.
Fast deal review
Search, filter by stage and agent, and open any property deal in a detail drawer to read notes, close likelihood, and the expected closing date without leaving the page.
Client directory
Client type, tier, area, and the primary contact you should be calling — every buyer and seller captured in a directory your whole brokerage can trust.
Agent reminders
Nudge the listing agent about next steps straight from the detail view. Wiring up automated reminders is next on the roadmap.
Two views, side by side
From the broker's desk to the individual listing
The broker needs the roll-up; agents need the detail. This CRM gives both audiences the view they care about without forcing anyone to export a report.
The broker view
Totals, weighted forecast, and stage distribution answer the only question the broker asks: are we going to hit our closings this month?
The agent's view
A filterable deal list and a detail drawer put next steps, notes, and closing dates one click away — so the day starts with showings, not admin.
What's inside
Everything a brokerage needs to stay aligned
Three focused workspaces that keep every listing and client visible without the spreadsheet chaos. Each one is a real page you can open right now.
Deals workspace
Search, filter by stage and agent, and open any property deal in a detail drawer to review notes and next steps.
Clients directory
Every buyer and seller in one list — client type, tier, area, and the primary contact you should be calling.
Admin & data
Add new clients and keep records current. Built for the agent who owns the source of truth.
What agents say
Trusted by brokers who hate surprises
Neutral sample testimonials you can swap for your own client quotes. They show how the layout reads once real feedback lands here.
“Our Monday pipeline meeting went from ninety minutes of arguing about which listings were live to fifteen minutes of deciding whose offer to push.”
“Agents actually keep their deals current now, because updating one field is faster than texting me a status.”
“The stage breakdown showed us our showings were where deals went to die. We fixed the follow-up gap in a week.”
Good to know
Frequently asked questions
A few things worth knowing before you roll this out to the team.
The CRM reads directly from your deals and clients tables. It ships with a handful of sample listings so the screens look alive on day one — delete them and add your own properties whenever you're ready.
Ready to see your real pipeline?
Swap in your own listings and clients, and this CRM becomes the one screen your brokerage opens every morning.