Track our journey from concept to full-featured CRM platform
Completed
Built the core CRM infrastructure with essential features for lead management and basic automation.
Completed
Added comprehensive lead generation capabilities with custom websites and property search integration.
In Progress
Enhancing the platform with advanced automation, team collaboration, reporting, and calendar integration.
Planned
Add calling/texting integration, dialer, templates, and advanced communication tools.
Planned
Full mobile responsive/adaptive design and mobile-specific features.
Planned
Enable deep website customization: themes, drag-and-drop builder, branding, widgets, SEO, and custom domains.
Planned
Integrate with Zapier, direct API, webhooks, social media, and third-party tools.
Planned
Automated property alerts, reports, lead scoring, drip campaigns, and workflow automations.
Planned
Integrate DocuSign and provide advanced forms and document management.
Planned
Integrate seller lead sources (FSBO, expired, preforeclosure, etc.) and skip tracing.
Planned
Scaling to enterprise-level capabilities with advanced integrations, custom development, and dedicated support.
Planned
Expand CRM coverage beyond Northeast Ohio to national markets.
Our journey from MVP to enterprise-ready platform
Built the core CRM infrastructure with essential features for lead management and basic automation.
Added comprehensive lead generation capabilities with custom websites and property search integration.
Enhancing the platform with advanced automation, team collaboration, reporting, and calendar integration.
Add calling/texting integration, dialer, templates, and advanced communication tools.
Full mobile responsive/adaptive design and mobile-specific features.
Enable deep website customization: themes, drag-and-drop builder, branding, widgets, SEO, and custom domains.
Integrate with Zapier, direct API, webhooks, social media, and third-party tools.
Automated property alerts, reports, lead scoring, drip campaigns, and workflow automations.
Integrate DocuSign and provide advanced forms and document management.
Integrate seller lead sources (FSBO, expired, preforeclosure, etc.) and skip tracing.
Scaling to enterprise-level capabilities with advanced integrations, custom development, and dedicated support.
Expand CRM coverage beyond Northeast Ohio to national markets.
Everything you need to manage your real estate business effectively
Comprehensive lead database with custom fields, tags, and advanced filtering. Track every interaction and never lose a potential client.
Visual pipeline management with custom stages. Track deals from first contact to closing with detailed progress tracking.
Custom websites with property search, lead capture forms, and SEO optimization. Generate qualified leads 24/7.
Store and organize documents, contracts, photos, and other files. Secure cloud storage with easy sharing.
Track performance with detailed reports on leads, deals, activities, and revenue. Identify trends and opportunities.
Bank-level security with SSL encryption, regular backups, and secure data centers. Your data is always protected.