Features
Listings & Clients
Create and manage your property listings and client details.
The Listings page is where you create and manage property listings paired with client information.
To create a new listing, click 'Add Listing' and fill in the property address, select or create a client, and choose the starting campaign 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 can access their own portal to view progress on their property.