Home/Guides

Guides to get you up and running.

Practical, step-by-step help written for real estate teams. Learn the basics in an hour, then go deeper whenever you need to.

A quick tour of the workspace and the five things to set up first: contacts, a pipeline, tasks, files and your team.

Everything works on a phone. Here is how the layout adapts and how to add the CRM to your home screen.

Bring a spreadsheet of contacts into the CRM, then find and merge any duplicates.

Create pipelines that match how you sell, add deals, and move them from first contact to won.

Point a form on your website at the CRM so every enquiry lands in your Submissions inbox.

What Admins, Managers and Agents can see and do, and how to change someone's role.

Add a second step at sign-in with an authenticator app, and what to do if you lose your phone.

Automatic daily backups, how to take one on demand, and how to restore your data if you ever need to.

A worked example that ties contacts, properties, deals, tasks, projects and files together.

Still have questions?

Send us a message and we will help. Or join the waitlist to be first in line for new accounts.