Your CRM

The CRM is your central hub for managing leads. Every lead flows through a visual pipeline, and you have tools to track tasks, take notes, make calls, and get AI-powered insights — all in one place.

Pipeline Stages

Your CRM organizes leads into five stages:

• New — Freshly acquired leads that haven't been contacted yet. This is where all new leads start.
• Potential — Leads you've spoken with who show interest. Move leads here once you've made initial contact and they seem promising.
• Bad Timing — Interested leads who aren't ready right now. Keep them here so you can follow up later.
• Client — Leads who have converted into active clients.
• Unqualified — Leads that don't match your criteria. Moving a lead here keeps your pipeline clean.

Each stage shows the total number of leads it contains, so you can see your pipeline health at a glance.

What You Can Do

From the CRM, you can:

• View and manage leads — Browse leads by pipeline stage, open lead detail pages, update contact info, and change statuses. See Leads for details.
• Track tasks — Create follow-up tasks with due dates, mark them complete, and see overdue items highlighted in red. See Tasks.
• Make calls — Use the built-in power dialer to call through a list of leads automatically, with call recording and AI transcription. See Calling.
• Take notes — Add, edit, and delete notes on any lead to keep your team informed.
• Use the AI agent — Open the Claude assistant to get lead summaries, create tasks, search properties, and more. See AI Agent.
• Search leads — Use the search palette to quickly find any lead by name, email, or phone number.
• Filter by team member — Use the member filter to view only leads assigned to a specific team member.

Navigation

The CRM sidebar shows each pipeline stage with its lead count. Click any stage to see the leads in that status. The Tasks section shows your pending tasks across all leads.

Admins also have access to Unassigned Leads and Import Leads.