Run Your Real Estate Business. Powered by AI.

Visual Sales Pipeline

See your entire sales process at a glance with customizable pipeline stages. Drag and drop deals between stages, set deal values, and forecast revenue with confidence.

• Unlimited custom pipeline stages
• Drag-and-drop deal management
• Weighted revenue forecasting
• Pipeline velocity tracking

360-Degree Contact View

Every interaction, email, call, and note in a single timeline. Know your customers deeply and never ask them to repeat themselves.

• Unified activity timeline
• Email and call tracking
• Custom fields and tags
• Company and contact hierarchies

Sales Automation & Workflows

Automate repetitive tasks so your team focuses on selling. From lead assignment to follow-up sequences, let automation handle the busywork.

• Auto lead assignment rules
• Drip email sequences
• Task creation triggers
• Deal stage automation

Reports & Analytics

Track team performance, pipeline health, and revenue trends with real-time dashboards and custom reports.

• Sales performance dashboards
• Custom report builder
• Win/loss analysis
• Team leaderboards

Estimates & Quotes

Create professional estimates, send for client approval, and convert to invoices with one click -- preserving every line item.

Recurring Invoices & Stripe Subscriptions

Auto-generate invoices on schedule with Stripe subscription sync, next-due tracking, and generation history.

Credit Notes & Retainers

Issue credit notes linked to invoices, track customer credit balances, and manage retainer deposits with auto-apply.

Late Fees & Payment Reminders

Auto-calculate late fees (flat or %) after configurable grace periods and send automated payment reminders.

Time-to-Invoice

Pull Time Tracker entries by project and date range, group by client, and generate invoices with billable rates in one click.

Payment Plans & Installments

Split invoices into installment schedules with auto-generated reminders and Stripe auto-charge per payment.

Embeddable Booking Widget

Public booking widget with responsive service selector, date picker, time slots, and confirmation -- embed anywhere with one line of code.

Google & Outlook Calendar Sync

Bidirectional sync so external events show as busy and bookings push to your calendar automatically.

Waitlist & Round-Robin

Customers join a waitlist when slots are full with auto-notify on cancellation. Round-robin assigns bookings by workload across staff.

Group Classes & Packages

Multi-customer capacity per slot with class rosters, plus multi-session bundle pricing with remaining session tracking.

No-Show Protection

Require credit card on file, charge configurable deposits at booking, and enforce cancellation policies with auto-charge for no-shows.

Recurring Appointments

Schedule weekly, biweekly, or monthly recurring series with edit-one-vs-all management and auto-reminders per instance.

Visual Field Placement Canvas

Upload any PDF and place signature, initial, date, text, and checkbox fields with pixel-perfect precision. Assign fields to specific signers in multi-party workflows.

• Drag-and-drop field placement
• Per-signer field assignment
• Custom field types (text, date, checkbox, dropdown)
• Template field reuse across documents

Multi-Signer Workflows

Support sequential signing (one after another) or parallel signing (all at once). Set signing order, send reminders, and track completion status for every party.

• Sequential and parallel signing order
• Automatic signer notifications and reminders
• Real-time signing status tracking
• Delegation and reassignment support

Identity Verification & Compliance

Verify signer identity with email, SMS codes, or knowledge-based authentication. Meet legal requirements with notary seals, witness countersigning, and tamper-proof audit trails.

• Multi-factor identity verification
• Notary and witness seal support
• SHA-256 tamper-proof audit trail
• Certificate of Completion with full history

Bulk Send & CRM Integration

Send the same document to hundreds of recipients via CSV import. Merge fields auto-populate from your CRM data so every document is personalized.

• CSV bulk send with merge fields
• CRM data auto-population
• Template library with reusable documents
• Automatic CRM activity logging

Visual Email Builder

Drag-and-drop block editor with text, image, button, columns, social, and header/footer blocks -- with desktop/mobile preview and save-as-template.

Landing Page Builder

Section-based page builder with hero, features, CTA, testimonials, and form sections. Publish to a public URL with conversion tracking.

Signup Forms & Embeds

Embeddable signup forms with custom fields, styles, double opt-in, and auto-add to lists or segments.

Link Click Tracking

Wrap links in tracking redirects, record per-contact click data, and visualize click maps with per-link counts and CTR in campaign reports.

Subscriber List Management

Create and manage subscriber lists with CSV import/export, bulk unsubscribe, list-level opt-out tracking, and duplicate detection.

SMS Opt-In Management

Manage SMS opt-in lists with consent date/source tracking, double opt-in flow, opt-out keyword handling, and TCPA/GDPR compliance audit log.

Rich Text & Table Blocks

Full formatting with headings, lists, code, quotes, and sortable database tables inline.

Real-time Collaboration

Live presence indicators, cursor sharing, and instant sync across all editors.

Per-page Permissions

Granular view/comment/edit permissions per page, overriding space-level defaults.

Offline Support

View cached pages offline, queue edits locally, and auto-sync when connectivity returns.

Templates Library

Start quickly with professional templates for any document type.

Version History

Track all changes and restore any previous version instantly.

Drag-and-Drop Builder

Build forms quickly with an intuitive drag-and-drop interface.

Conditional Logic

Show or hide questions based on previous answers for smarter forms.

Response Analytics

Analyze responses with charts, summaries, and export options.

Integrations

Connect forms to CRM, email, and other apps to automate workflows.

Multi-Platform OAuth Publishing

Securely connect Twitter/X, Facebook, Instagram, LinkedIn, TikTok, YouTube, and Threads via OAuth 2.0. Publish to all platforms simultaneously with platform-specific content validation and character limit enforcement.

Content Calendar with Drag-and-Drop

Visual monthly calendar with color-coded posts by status (draft, scheduled, published, failed). Drag posts between dates to reschedule instantly. Filter by platform to focus your view.

Unified Social Inbox

Every comment, mention, DM, and review across all platforms in one split-view inbox. Filter by type, platform, and status. Reply inline, assign to team members, and mark resolved -- never miss an engagement opportunity.

Platform-Specific Previews

Preview how your post will appear on each platform before publishing. Real-time character counts per platform (Twitter 280, LinkedIn 3000, Instagram 2200) with over-limit warnings.

AI-Powered Captions

Generate platform-optimized captions with tone selection (professional, casual, witty, inspirational). Smart hashtag suggestions based on content and trending topics.

Post Management

Full post lifecycle: create, edit, schedule, publish, and archive. Search and filter by status, platform, or content. Cross-app actions to Marketing campaigns, Docs, and Analytics.

50+ Professional Templates

Start from curated templates across 6 categories -- social media, marketing collateral, business documents, education, events, and personal -- so you never face a blank canvas.

AI Image Generation

Generate original images from text prompts with 8 style presets including photorealistic, illustration, watercolor, and flat design. No stock photo subscriptions needed.

AI Copywriting & Auto-Layout

Write with AI generates headlines, taglines, and body copy with tone control. AI auto-layout suggests alternative layouts, color palettes, and font pairings.

AI Background Removal

Remove backgrounds from any image with one click for clean, transparent cutouts. Perfect for product photos, headshots, and compositing.

Multi-Page Canvas & Presentation Mode

Design multi-page documents with a page navigator. Duplicate, reorder, and present pages in fullscreen slideshow mode with keyboard and touch navigation plus presenter notes.

Animated Export & Timeline Editor

Export designs as GIF or WebM video with 12 animation types. Use the timeline editor to choreograph element entrances, exits, and transitions across frames.

Custom AI Agents

Create purpose-built agents with configurable roles, system prompts, and autonomy levels -- from fully assisted to fully autonomous.

Pre-Built Agent Templates

Launch in seconds with ready-made Sales, Marketing, Support, Developer, Finance, HR, and Operations agents.

40+ App Tool Integrations

Agents read and write data across CRM, Invoicing, Projects, Helpdesk, and every installed app with scoped CRUD tools.

Scheduled Agent Execution

Run agents on a cron schedule -- daily pipeline reviews, weekly reports, overnight lead qualification -- with full execution history.

Desktop Control & Deep Linking

Agents open apps, navigate to specific records, and manage windows so you jump straight to the data that matters.

Streaming Responses & Tool Execution

Watch agents think in real-time with streaming output and live tool-call visualization as they query, create, and update records.