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.
Feature
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
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.
Move leads through your sales process: new, contacted, qualified, client, archived. Every status change is logged in the activity timeline.
Know exactly where each lead came from. UTM parameters, referral sources, and form origins are captured automatically so you can measure what works.
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
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.
Tag leads by interest, property type, or any custom label. Add notes after conversations. Move them through status stages as the relationship progresses.
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
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