Client contacts
Keep contact details, notes, consent, and relationship history together.
Connected workspace
Keep your work together.
Organize contacts, conversations, tasks, and follow-ups. Connect your team’s tools and keep approvals in view.
What you can do.
Explore the complete capabilities, then choose the tools relevant to your work.
Pipelines and tasks
Organize active work, track stages, and keep the next task in view.
Outreach you approve
Prepare messages with consent checks and a clear review step before sending.
Follow-up sequences
Coordinate follow-ups with defined triggers, schedules, and stop conditions.
Shared conversations
Bring messages and client context into one inbox for your team.
Team documents
Find useful information in your team’s documents, with access controlled by workspace permissions.
Connections
Connect the tools you use.
Microsoft 365Google WorkspaceMLS / IDX
Bring mail, calendars, files, and collaboration into your workflow with Microsoft 365 and Google Workspace.
- Connect Outlook, Google Calendar, and Gmail using the permissions you choose.
- Request MLS and IDX feeds with approvals and usage controls. Live listings follow your authorized agreements.
Enterprise controls, built in
Manage how people join, what they can access, and where their work belongs.
- Single sign-on through OIDC or SAML, plus SCIM user provisioning.
- Verified email domains and roles checked on every request.
- Dedicated workspaces for regions, branches, and offices.
Put it to work.
Open your workspace to use these capabilities, or compare the available plans before you start.