CRM
CRM brings your deal pipeline, budgets, cashflow, and important dates into one place — leads, contacts, and deal stages without a separate spreadsheet to keep in sync.
Built for wholesalers and small investing teams running deals from first contact to close.
Deal pipeline
Track every deal from lead to close, with contacts and stage in one view.
Budget tracking
Keep acquisition and renovation budgets attached to the deal itself, not a separate spreadsheet.
Cashflow & important dates
See cashflow and upcoming deadlines rolled up across your whole pipeline, not just deal-by-deal.
Documents in one place
Store deal documents and contracts alongside the deal, not scattered across email threads.
Team accounts
Share pipeline access across your team with role-based access.