Feature

Every Lead, One Pipeline

Contacts from every source land in a single, deduplicated pipeline. Track every inquiry from first touch to closing with status stages, tags, notes, and full activity history.

Benefits

Why you’ll love it

Automatic Deduplication

Contacts are matched by email across every touchpoint. Whether someone fills out a listing inquiry, landing page form, or contact page, their history is unified into one record.

Status Pipeline

Move leads through your sales process: new, contacted, qualified, client, archived. Every status change is logged in the activity timeline.

Source Attribution

Know exactly where each lead came from. UTM parameters, referral sources, and form origins are captured automatically so you can measure what works.

Activity Timeline

Every interaction is recorded: form submissions, page views, status changes, notes. See the full story of each lead relationship at a glance.

How It Works

Get started in minutes

1

Leads Flow In Automatically

Contact forms, landing page inquiries, and listing questions all feed into your unified pipeline. Each submission is matched to an existing contact or creates a new one.

2

Organize and Prioritize

Tag leads by interest, property type, or any custom label. Add notes after conversations. Move them through status stages as the relationship progresses.

3

Review and Convert

Use the activity timeline to understand each lead before you call. See which properties they viewed, which forms they filled out, and how they found you.

FAQ

Frequently Asked Questions

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