Real Estate Agency OS

Run your real estate business end to end with a single, connected workspace. Real Estate Agency OS brings CRM, property management, finances, marketing, and team operations together so nothing slips through the cracks.

What you can do:

• Centralize your CRM
• Track contacts, leads, communications, and campaigns from first touch to closed deal.
• Manage properties and mandates
• Organize listings, link mandates, schedule and log viewings and inquiries.
• Stay on top of finances
• Monitor transactions, incomes, expenses, and subscriptions with clear rollups and views.
• Run daily operations
• See tasks, meetings, and pipeline status in a live “Daily Operations Feed.”
• Measure performance
• View agent activity and deal flow with dedicated dashboards and inline database views.
• Standardize your process
• Keep SOPs, market and legal info, and integrations in one place for your team.

What’s inside:

• CRM: Contacts, Leads Pipeline, Communications Log, Marketing Campaigns
• Property Management: Properties, Viewings and Inquiries, Mandates
• Financials: Transactions, Incomes, Expenses, Subscriptions
• Team Hub: Agents, Tasks, Meetings
• Resources: SOPs, Market and Legal Info, Integrations and Tools
• Dashboards: Property Overview, Financial Summary, Client and Pipeline Overview, Agent Performance, Daily Operations Feed

How it works:

• Prebuilt linked databases and views surface the right context wherever you work.
• Relations connect properties, clients, viewings, mandates, and transactions for 360° visibility.
• Inline boards, tables, calendars, and summaries give real-time snapshots without manual updates.

Ideal for:

• Solo agents, boutique brokerages, and growing teams who want a unified, customizable system to manage clients, listings, and operations.