For small agencies and independent agents
Record an owner’s or buyer’s inquiry, assign the next contact and prepare agency service documents. Keep property operations in your existing industry system for now.
There is no dedicated agency plan. Telephony, AI and external services have separate charges.
Start with Professional services. Client cards and documents are included; there is no dedicated property section yet.
Available today through Professional services. Property records, automatic matching, viewing calendars and commission splits are not available yet.
Choose an owner, buyer or tenant for the test. Check the client card and access before migrating all records.
Choose who clarifies the request. Check which cards, documents and money operations the employee can access.
Prepare a reviewed agency agreement and fee terms. This section does not conduct legal property checks.
Keep listings and viewings in your existing system. Automatic exchange with a general client card is not implied.
Choose Professional services. Add the client manually, verify their contact and record whether they want to buy, sell or find a rental.
Create a task with an assignee and deadline: clarify budget, request documents or confirm a meeting. Property matching and viewing arrangements remain separate.
Keep a reviewed agency agreement. Once the agreed conditions are met, prepare your service invoice and reconcile actual payment separately.
Product steps, not testimonials or promised results.
This demonstrates general client work. It does not simulate property matching, legal due diligence or a successful sale.
Clarify the contact and request and add the client manually. Keep individual properties in your existing industry database.
Client cards →Create a task to clarify the budget and deadline. A regular task does not reserve a viewing slot or check property availability.
Team tasks →Prepare and review your agency service agreement. A person confirms its content and suitability.
Working with documents →When contractual conditions are met, prepare an invoice for the reviewed fee. Record actual payment separately and check the remainder.
Invoices and settlements →Keep the contact and assign a follow-up about the agency terms. Property descriptions, title checks and listing publication stay in your existing process.
Record the client’s requirements and next contact. The task helps track clarification; it does not match properties by attributes.
Check contact details and prepare a new service document. An earlier contract does not establish new authority or an automatically agreed fee.
Example situations. Measure time and costs with your own operations.
Start with a client and the next step
An account subscription with limits for locations, devices, items, orders and languages. Equipment, acquiring and paid AI operations may cost extra.
Companies and invoices and Documents are included without a separate extension fee. Add a client and prepare your documents within account limits; property listings and viewing calendars are not included.
Add your first clientStart with Professional services. Client cards and documents are included; there is no dedicated property section yet.
Test your workflow and required connections before migrating data.
Not yet. Professional services supports client records and documents. Properties with attributes and owner relationships require a dedicated industry module.
You can manually create a regular task to confirm a meeting. A dedicated viewing calendar, overlap checks and property availability are not available yet.
No. Record the client’s requirements in their working context, then perform the search in your property database.
No. You can invoice the client for an agreed service amount. Splitting fees between agents and checking payout conditions remain separate processes.
Test one inquiry first: client card, responsible person, task, document and staff access. Keep property records and viewing schedules in your existing system until dedicated tools are available and tested.
Details for every screen are in the help centre. Where to start →
Inquiry, counterparty, proposal and invoice: an owner keeps agreed terms and outstanding payment together.
Services, terms and articles at one address, with a clear next step for visitors.
Assignee, deadline and completion evidence remain on the board after the conversation moves on.
Test the client card, agent assignment and service documents. Assess this part of the workflow before replacing agency-wide systems.
Start with Professional services. Client cards and documents are included; there is no dedicated property section yet.