Use automation to close more deals with less work
Multiple workflow automation templates for seller leads, buyer leads, dead lead revival and more are pre-built & ready to go. Plus you can create and customize workflow automations for exactly the way you and your team do business.
Let the workflows do the heavy lifting
This simple workflow & follow-up automation system allows you to trigger automations manually, in a bulk update or via another automation, making it easy for you to manage 100’s, even 1000’s of leads.
Document Generator & E-Signature
Whether you use pre-loaded system templates or upload your own, you can fill-out and create documents, send everything for e-signature and find the signed paperwork automatically attached to your lead record once signed.
Lead Management & Reporting
Task & Team Management
Website & Online Leads