🏠 Customer Relationship Management (CRM) 16
- Complete Customer Database — manage leads, buyers, sellers, renters, investors & landlords
- Contact Management — primary, mobile, work & home phones with click-to-call
- Spouse / Co-Buyer Tracking — store partner contact details on each record
- Lead Status & Priority Tracking — new lead, active, under contract, closed & more
- Client Type Classification — buyer, seller, renter, investor, landlord categories
- Lead Quality Scoring — 10–100 point quality score for lead prioritization
- Property Preferences — budget range, bedrooms, bathrooms, sq ft, style & location
- Financial Profile — pre-approval status, lender info, down payment & financing type
- Activity & Follow-Up Tracking — last contact, next follow-up dates, methods & notes
- Personal Details — birthdays, anniversaries, hobbies & gift preferences
- Customer Notes & History — timestamped interaction log with search
- Tags & Custom Fields — organize and filter customers by custom criteria
- Bulk Customer Upload — import from CSV or Excel with field mapping
- Customer Printout & PDF Export — professional client summary with all details
- QR Code Intake Forms — shareable lead capture forms with automatic CRM import
- Business & Commercial Contacts — dedicated tracking for commercial clients & entities
☑ Follow-Up Checklists 6
- Reusable Checklist Templates — buyer, seller, new lead, closing & custom templates
- Inline Template Assignment — add checklists directly in the customer form
- Interactive Checkbox Tracking — check off items with real-time progress bars
- Completion Date Stamps — automatic date tracking for each completed item
- Multiple Checklists Per Customer — assign different templates per client need
- Print & PDF Support — checklists appear on customer printouts and exports
💰 Deal & Commission Management 12
- Deal Pipeline Dashboard — visual drag-and-drop with horizontal scrolling stages
- Multi-Owner / Multi-Party Deals — co-listing agents and split commissions
- Commission Calculator — automatic calculations with custom splits
- Commission Payment Tracking — record payments with custom validation
- Deal Auto-Population — auto-fill from contracts with legal description field
- Customizable Deal Dates — contract, inspection, appraisal, closing & more
- Auto Deal Stage Progression — deals advance when tasks are completed
- Deal Notes & Activity Log — document every step of each transaction
- AI Deal Health Monitor — automated risk analysis and missing-step alerts
- Deal Document Storage — attach contracts, disclosures & files to each deal
- QuickBooks IIF Export — export commissions directly for accounting
- Excel, PDF & CSV Reports — sales, commission & activity reports
🏢 Property Management 8
- Property Listings — comprehensive property database with photo galleries
- Interactive Map View — Google Maps integration with property markers
- Professional Property Brochures — single-page PDF marketing sheets
- Property Notes — showing feedback, features & special instructions
- Property Banner in Deals — visual property reference in deal forms
- Rental & Lease Management — track leases, payments & renewals
- Dynamic Lease Sections — customizable lease agreement sections
- InstaStage AI Virtual Staging — AI-powered room staging with furniture styles
📋 Task & Calendar Management 10
- Task Manager with Kanban Board — drag-and-drop task organization
- Recurring Tasks — daily, weekly, monthly & custom schedules
- Task Template Library — pre-built real estate task templates with auto-generation
- Task Checklists — sub-items within tasks for detailed step tracking
- Google Calendar Sync — synchronization of tasks & events with Google Calendar
- Integrated Calendar View — tasks, events & deal deadlines in one calendar
- ICS Export & Calendar Invites — share events via standard calendar format
- Daily Task Notifications — automated email digest of upcoming & overdue tasks
- Task-to-Deal Linking — associate tasks with specific deals for auto-progression
- Manual Events — create custom events independent of tasks or deals
💬 Communication & Email 9
- Email Composer — professional email creation with rich text formatting
- AI Email Writing — generate professional emails with one click
- Email Template Library — save and reuse common email formats by category
- Bulk Email Sending — mass communications to CRM segments
- Inbound & Outbound Email Tracking — log sent and received emails per contact
- Inbound Email Webhooks — process incoming emails automatically
- Client Review Requests — automated review solicitation after closing
- SMS / Text Messaging — two-way text conversations via Twilio
- Click-to-Call — Twilio-powered outbound calling from any phone field
📞 ERICA — AI Virtual Receptionist 14
- 24/7 AI Phone Answering — never miss a call, even after hours
- Conversational AI — natural speech recognition with real-time transcription
- Live Agent Handoff — transfer to a real agent when needed
- Call Recording & Playback — review conversations anytime
- Automatic Lead Capture — caller info saved to CRM automatically
- Custom Greeting & Responses — brand-specific phone experience
- Live Call Dashboard — real-time monitoring of active & recent calls
- Call Log Management — searchable history with PDF export
- SMS Call Alerts — instant text & email notifications for new calls
- AI Daily Briefing — personalized morning summary of tasks, deals & calls
- ERICA Chat Assistant — ask questions about your CRM data in plain English
- AI Market Updates — social-media-ready market copy generated on demand
- Appointment Booking — schedule appointments with Google Calendar sync
- Voice-to-Text Input — dictate messages to ERICA hands-free
📞 Softphone & Browser Calling 4
- In-Browser Softphone — make and receive calls directly from your browser
- Click-to-Call from CRM — call any contact with one click from their record
- Phone Number Management — search, purchase & assign local phone numbers
- Outbound Call Logging — automatic call status tracking & duration
🤖 AI-Powered Intelligence 9
- AI Contract Analysis — GPT-4o Vision OCR for automatic data extraction
- AI Receipt Scanner — snap a photo to auto-extract expense data with compression
- AI Business Card Scanner — front & back scanning with combined extraction
- AI Dashboard Search — natural language search across all CRM data
- AI Broker Assistant — instant answers to real estate questions
- AI Prompts Library — pre-built prompts for negotiations, marketing & more
- AI Web Search — live market data and real estate statistics lookup
- AI Usage Tracking — per-tenant token counting & cost guardrails
- Mobile Camera Support — HTML5 camera with image compression & enhancement
📝 IntelliPage Word Processor 8
- Rich Text Editor — full formatting with fonts, sizes, colors, alignment, lists & spacing
- Office-Style Ribbon — familiar Home, Insert, and AI tabs like Microsoft Word
- AI Writing Assistant — draft documents from prompts, review writing, spell check & translate
- Send to E-Signature — one-click conversion to e-signature contract with signer assignment
- Template Gallery — save and reuse templates organized by category
- Share & Email — public share links and direct email with company branding
- Image Support — insert images with drag-to-reposition and text wrapping
- Auto-Save & Print — automatic saving, multi-page print, undo/redo & word count
📝 Electronic Signature System 9
- Full E-Signing Workflow — upload or create contracts, add signers, collect signatures
- PDF & HTML Contract Upload — support for multiple document formats
- Built-In Contract Templates — start from pre-built templates
- Multi-Signer Support — assign multiple signers with roles
- External Signer Access — secure token-based links for outside parties
- 3-Step Signing Process — review, sign & confirm with multiple capture methods
- In-Browser PDF Annotation — edit and annotate contracts directly
- SHA-256 Document Hashing — tamper detection for legal integrity
- Signed PDF Generation — WeasyPrint output with embedded signatures & audit trail
📂 Document Library & Resources 9
- Document Upload & Organization — categorize by deal, customer, agent or vendor
- Category-Based Filtering — find documents quickly with search & tags
- Multi-File Upload — upload multiple documents at once
- Start E-Signature from Library — launch signing workflow directly
- File Preview & Download — preview documents in-browser
- Resource Center — downloadable templates in categorized accordion layout
- Training Guides — built-in guides with sections and reference materials
- Agent File Drawers — dedicated document storage per agent record
- Referral Agreement Downloads — ready-to-use partnership documents
👥 Referral Management 7
- Referral Partner Directory — manage external agents & brokerage relationships
- Referral Assignment System — track inbound & outbound referrals per agent
- Referral Status Tracking — pending, accepted, closed & outcome tracking
- Referral Follow-Up Dashboard — centralized view of all open referrals
- Referral Fee Tracking — record referral fees and commission splits
- Digital Referral Agreements — generate and manage referral contracts
- Referral Update Log — timestamped notes and status changes per referral
💰 Financial Tools 10
- Business Expense Tracking — categorized expenses with reporting
- AI Receipt Scanner — snap a photo to auto-extract expense data
- Recurring Expense Automation — auto-generate expenses on schedule
- Mileage Tracker — IRS-compliant mileage logging for tax deductions
- Investment Calculator — ROI analysis with PDF reports & email sharing
- Closing Cost Calculator — buyer/seller net sheets with PDF export
- Commission Calculator — split calculations with PDF & email output
- Rental Payment Processing — Stripe integration for tenant payments
- Stripe Connect Payouts — owner payouts via Stripe Connect
- QuickBooks Online Integration — sync financial data with QuickBooks
🏡 Open House Management 5
- Open House Scheduling — create and manage all your open houses
- Digital Sign-In Sheets — capture visitor info on any device
- Automatic Lead Import — visitors automatically added to CRM
- Attendance Tracking — view visitor history and follow-up status
- Open House Photo Gallery — upload and manage event photos
🏚 Vacation Rental Management 15
- Reservation System — full booking lifecycle with calendar & pipeline views
- Guest Profiles — detailed guest database with bulk upload support
- Rental Pricing & Availability — seasonal pricing rules & availability blocks
- Cleaning Schedules — housekeeping management linked to reservations
- Maintenance Tickets — property repair tracking with status updates
- Guest Communications — message templates, automations & inbox
- Rental Agreements — customizable lease templates with e-signing
- Rental Invoicing — automated invoices with payment tracking
- iCal Channel Sync — sync with Airbnb, VRBO & other platforms
- Owner Portal & Statements — owner access with financial reports & documents
- Reservation Task Lists — automated task checklists per booking
- Rental Expense Tracking — property-specific expense management
- Rental Tax Records — tax document management for rental income
- Rental Document Center — organized file storage per property & reservation
- Rental Payment Processing — Stripe-powered guest payments
👥 Agents, Vendors & Team 9
- Agent Profiles & Directory — manage licenses, headshots, contact info & production details
- Agent Document File Drawers — per-agent document storage & management
- Agent Bulk Upload — import agent rosters from CSV with sample templates
- Agent Export — Excel, PDF & CSV export of agent directory
- Preferred Vendor Directory — manage vendor network with bulk upload & categories
- Vendor Payment & 1099 Tracking — record payments, generate 1099 records & W9 storage
- Vendor Locations — multi-location tracking per vendor
- Saved Broker Profiles — quick-access broker directory for deal assignments
- User Profile Management — personal settings, timezone & preferences
✅ Compliance & Checklists 5
- Compliance Document Checklist — state-specific templates with item tracking
- Compliance Notes — per-deal compliance documentation and annotations
- Approval Tracking — track broker review and sign-off status
- Terms of Service Enforcement — global before-request TOS check
- Audit Trail — complete log of all system actions
📑 Notes Center & Reporting 7
- Centralized Notes Center — view and manage notes across all records
- Note Folders & Organization — folder system with saved views for fast access
- Commission Reports — detailed agent commission summaries
- Sales Activity Reports — deal volume, pipeline & performance
- Customer & Lead Reports — lead source and conversion analysis
- Mileage Reports — IRS-ready mileage summaries with export
- Export to Excel, PDF, CSV & IIF — flexible data export for accounting
🔒 Multi-Tenant SaaS Platform 10
- Tenant Isolation — complete data separation between organizations
- User Roles & Permissions — owner, admin, agent, staff & viewer roles
- Subscription Billing — Stripe-powered plan management
- Feature Gating by Plan — tiered feature access based on subscription
- Usage Limits & Monitoring — track usage against plan limits with alerts
- Onboarding Wizard — guided 4-step setup for new tenants
- Team Invitations — invite and manage team members
- Billing Status Banners — proactive payment and plan notifications
- Tenant Profile Dashboard — Stripe status, usage, activity & limits
- Tenant Health Scoring — automated monitoring of account health
🛠 Platform Administration 8
- Platform Admin Dashboard — god-mode tenant and system management
- Revenue Analytics — MRR, ARR & churn metrics with snapshots
- Support Ticket System — handle tenant support requests
- Tenant Impersonation — session-based with read-only safety mode
- Impersonation Safety Banner — persistent visual indicator & CSRF protection
- Audit Log Viewer — full activity logging for compliance
- Tenant Suspend / Reactivate — manage tenant status & trial resets
- Platform Notifications — system-wide announcements to all tenants
💻 Notifications & Integrations 9
- Real-Time In-App Notifications — alerts and dashboard banners
- Daily Email Briefings — automated task, deal & activity digest
- Google Calendar Integration — sync events via Replit Connectors
- QuickBooks Online Integration — financial data sync & export
- Stripe Integration — billing, payouts & payment processing
- Twilio Integration — phone calls, SMS, recording & AI receptionist
- Resend Email Service — transactional email delivery & webhooks
- SendGrid Email Service — high-volume email sending support
- OpenAI Integration — GPT-4o & GPT-4o-mini for AI features throughout
📱 User Experience 8
- Mobile-First Responsive Design — works on any device, any screen size
- Dark / Light Mode — user-selectable theme preference
- Bilingual Support — full English and Spanish language access
- Fixed Sidebar Navigation — desktop sidebar, mobile top navbar
- Custom Branding — 3D styling with colored accent boxes
- Bulk Data Import & Export — CSV, Excel, PDF for all major data
- Guided Onboarding Tour — interactive walkthrough for new users
- Promotional Website — public-facing marketing, pricing & signup pages