Features
Listings & Clients
Create and manage your property listings and client details.
Listings (under Campaigns in the sidebar) is where you review listings alongside their client details.
To create a listing, click New Listing on Overview and fill in the property address, select or create a client, and choose the starting stage.
Each listing has detailed tabs: Overview (stage, actions, notes), Documents, Photos, Timeline, and more.
Client information includes name, email, phone, and communication preferences. Clients get their own portal to follow progress on their property.