Lead sources
Every lead source lands in the same pipeline and triggers the same instant follow-up — so nothing depends on you checking an inbox.
Facebook Lead Ads
Instant-form leads drop straight into your pipeline, get texted back within minutes, and route round-robin across your team.
Instagram Lead Ads
Runs on the same Meta connection — Instagram leads get the identical speed-to-lead treatment as Facebook.
Website lead forms
Embeddable forms for your site or landing pages. Submissions create the contact, log the source, and start the follow-up plan.
Booking pages
Public scheduling pages with live availability. Bookings create the contact, assign the owner, and confirm automatically — this site's demo calendar runs on it.
Communication
Twilio
Two-way texting on your own dedicated business numbers — searchable and purchasable right inside Settings, with a number per agent. A2P-registered for deliverability.
Postmark
Transactional-grade email delivery behind your campaigns and sequences — built for inbox placement, with unsubscribes handled automatically.
Sign in with Google
One-click sign-in and signup with your Google account — no extra password to manage.
Google Calendar
Your CRM calendar — appointments and due tasks — publishes as a live feed you subscribe to once. Works with Apple Calendar and Outlook too.
Transactions & deal data
Dotloop
Connect your Dotloop account to keep loop statuses and tasks in sync with the CRM's transaction workspace. Included on the Pro plan.
RentCast
Live sold-comparable data feeds the built-in Deal Calculator — pull comps by radius, months back, and count, then adjust and publish a branded CMA report.
PropStream
Bring PropStream exports straight into the Deal Calculator or your contact database via CSV — lists, comps, and owner data included.
Zillow
Every comp in the Deal Calculator links out to its Zillow listing for one-click verification while you work.
Migration & your data
CSV import & export
One import brings contacts, tags, and sources across from Follow Up Boss, GoHighLevel, kvCORE, or any spreadsheet — with automatic duplicate detection. Export everything, anytime. Your data is yours.
White-glove migration
Switching platforms? We've moved full databases — 13,000+ contacts with 45,000 messages of history, original timestamps preserved. You log in to your whole book of business, not an empty system.
Automation, billing & AI
Zapier
Connect 6,000+ apps through Webhooks by Zapier. Send leads in from any app with a POST action, and push CRM events — new contact, inbound message, stage change, booked appointment — out to any Zap. Your webhook key lives in Settings → Integrations.
Webhooks
An automation action that posts JSON to any URL when a workflow step fires — push CRM events into any system you run.
Stripe
Self-serve billing: upgrade, downgrade, buy text/email/AI top-ups, and manage payment methods through Stripe's secure checkout and portal.
Claude AI (Anthropic)
The AI inside the CRM — drafts texts and emails from your real conversation history, summarizes leads, scores your pipeline, and suggests the next best action.
Any device
Installable as an app on iPhone, Android, and desktop — one tap from Settings → Get the App. No app store required.
Related: Real Estate CRM · Mortgage CRM · GoHighLevel alternative · Pricing
Plug your lead flow in by Friday
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