House
CML Property Group
Residential lead generation. The rest of the desk sits here. Names, properties and the trust record stay in this browser until you export them.
Skye
The desk assistant. This book only.
Diary
Opens, auctions and appointments
Letters
Merge notes, held if consent is missing
Opens
Inspection check-in
Offers
What is on the table
Appraisals
A range before a listing
Inbox
Touches, newest first
Trust
Running ledger, not edited in place
Reports
The book in numbers
Cadence
What the desk writes next
Import
CSV from the previous CRM
Compliance
Privacy, Spam, DNCR, trust
People
On the floor
Jordan HalePrincipal
Mia TorresLead generation
Sam OkonkwoLead desk
Sample book
Restore the demonstration
This replaces the current book with the sample SEQ file. Import again afterwards if you need your CSV back in.