Search and relationship filters
Find people by name, email, phone, tags, or target area. Filter buyers, sellers, past clients, your sphere, referral partners, and vendors.
Contacts
Every relationship has a story. Keep it together.
A searchable contact database and a complete client workspace: who they are, what they need, what you discussed, and what comes next.
Contacts essentials
Contact profiles
Save identity, preferred name, household context, contact information, source, client stage, budget, timing, property preferences, and notes.
Conversation recording and activity timeline
Record calls, meetings, emails, texts, and notes. Keep website inquiries, assignments, stage changes, and follow-ups in the chronological client history.
Next steps and recurring follow-ups
Create assigned tasks, choose due dates, and use daily, weekly, or monthly recurrence. Complete, reschedule, or cancel work from the profile.
Follow-up plans
Create reusable buyer and seller plans with timed task steps. Apply a plan to a client and stop remaining open steps when the plan is no longer appropriate.
Keep in touch
Enable birthday and home-anniversary reminders and recurring personal check-in schedules. Record dates once and keep future touches visible.
Message templates and contact groups
Keep reusable message starters and saved contact selections. Preview personalized messages before using them.
CSV import and export
Map CSV columns, preview and validate rows, check for duplicates, and export your contact database.
Ownership and visibility
Assign an agent, reassign work where authorized, and use the contact’s private or shared access setting.
Communication preferences
Record email and text permission and Do not contact. Pausing outreach is respected by related workflows.
Linked appointments, deals, and email
Open related opportunities and appointments, or use authorized connected email within the client’s context.
How it works
Import contacts or capture an inquiry from your website.
Open the profile and record a conversation.
Save the next step and follow the relationship over time.