Integrated CRM System

Capture every lead, auto-nurture with SMS/email, and track deals from “New Lead” to “Closed” — all in one place.

  • • Unified inbox: SMS, email, and calls in one thread
  • • Auto-nurture: drip texts/emails, missed-call text-back
  • • Pipeline stages built for investors: New Lead → Contacted → Appt Set → Offer Sent → Under Contract → Closed
  • • Click-to-call + call recording, tasks and reminders
  • • Tags, lists, and smart views (hot/warm/cold, dead)
  • • One-click broadcasts and follow-up sequences
  • • Team permissions and activity timelines
  • • Zapier/webhooks to connect PropStream, forms, and sites
  • • Dashboards: leads, deals, revenue, CPA
Pipeline board and communication & automation panel