A Complete CRM Built for Home Builders
Manage every client relationship from first contact through warranty. Track deals, run email campaigns, automate follow-ups, capture leads, and segment your audience — all from one platform.
Contacts & Customer Profiles
Every client gets a full profile with tabs for tasks, notes, files, and emails. Send campaigns, assign tags and lists, and manage relationships directly from each profile.
- Tasks, notes, files & email tabs per profile
- Send campaigns & assign tags from profile
- Import existing customers for easy transition
Sales Pipeline & Deals
Visualize your entire sales process with a customizable pipeline. Track deals from first contact through close with drag-and-drop stages and real-time metrics.
- Kanban-style pipeline view
- Custom stages & deal tracking
- Sales funnels & analytics
Email Campaigns & Marketing
Create, schedule, and send email campaigns to your contacts. Use the drag-and-drop design studio, pre-built templates, and track delivery and engagement.
- Drag-and-drop email design studio
- Schedule & track campaigns
- Pre-built templates & analytics
Automations & Workflows
Set up trigger-based automations that send emails, create tasks, or update statuses automatically. Spend less time on follow-ups and more time building.
- Trigger-based automated workflows
- Auto-send emails & create tasks
- Toggle automations on & off
Lead Capture Forms
Build custom forms and embed them on your website to capture leads automatically. Customize fields, messaging, and connect form submissions directly to your CRM.
- Drag-and-drop form builder
- Embed on any website
- Auto-capture leads into CRM
Tags, Lists & Segmentation
Organize contacts with custom tags and lists. Use segments to target specific audiences for campaigns and automations — so every message reaches the right people.
- Assign tags & lists from customer profiles
- Target segments for campaigns & automations
- Bulk tagging & filtering
CRM Dashboard
Get a bird's-eye view of your entire CRM from one dashboard. See active customers, pipeline overview, KPI summary, tasks, top customers, and your campaigns and automations at a glance.
- Pipeline overview & KPI summary
- Active customers, tasks & top clients
- Campaign & automation status overview