Contact count
See how many people are in your CRM, then open Contacts directly from the summary.
Dashboard
Your business, in one clear view.
See the people, website activity, and recent inquiries behind your next move. Dashboard brings the essentials together before you dive into a specific workflow.
Dashboard essentials
Website inquiry count
See submitted website form requests and move into the contact workspace to follow up.
Visitor and page-view totals
Review website activity for the last 30 days from visitors who opted in to analytics.
Recent website inquiries
See the person, request type, and date behind recent custom searches, home-value requests, and general inquiries.
Website at a glance
Check enabled homepage sections, featured communities, featured neighborhoods, and published or draft article counts.
Workspace shortcuts
Jump into Today, Contacts, Website, Reports, or Blog without searching through the full menu.
Website preview
Open your website or included profile from the dashboard.
How it works
Scan the numbers and recent inquiries.
Open the relevant contact or workspace.
Continue the next step with the client’s context.