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Private Business Workflow
Log in to see open deals and action items. Signed out

Wholesale real estate CRM

Run your pipeline, buyers, and team from one command center.

A denser, cleaner workspace for operators who need fast decisions, visible deal flow, and zero fluff.

Pipeline Stage-based board with deal spread visibility
Dispositions Match buyers, track offers, and push deals out faster
Ops Tasks, notes, SMS, chat, and resources in one flow

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Dashboard

Welcome back

Deals by stage

Recent activity

Open tasks

Pipeline funnel quick view

Task health overview

Pipeline timeline

Timeline

My tasks board

Assigned to you and what is next

Calendar

Calendar

Opportunities

Pipeline board

Deals

Analyzed deals list

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Import contacts from CSV

Owner

Contacts

Prospects and sellers

Important contacts
Imported contacts preview

Upload a CSV, XLSX, or DOCX file to import contacts into this list.

Add contact

Pipeline

Dispositions

Blast buyers from under-contract deals

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Add buyer manually

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Dispositions blast history

Deal Message Recipients Status Sent at

My tasks

Due soon and overdue

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Marketing

SMS blast center

Compose blast

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Blast history

Message Recipients Status Sent at

Inbox

SMS conversations

Select a conversation

Choose a contact on the left to load the message thread.

Teams

Team chat

Live chat

Real-time team chat

Teams

Notes

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Admin

User management

Create and manage CRM user accounts. Everyone who can log in can access team notes.

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Teams

Resources

Upload files

Add helpful links or YouTube videos

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Resource library

Use this for scripts, contracts, market cheat sheets, training videos, and onboarding docs.