CRM
AI-ready
Owners, brokers, and internal notes in one place.
Log calls, track outreach, and keep reminders synced with the AI advisor and pipeline.
Contacts
Synced with pipeline and AI advisor context.
215 total
Ha
Harper Mills
Owner • Capstone Estates
Warm
Follow up today
harper@capstoneparks.com
(225) 555-1010
Lafayette, LA
Requested LOI draft after zoning confirmation.
Ro
Rowan Capital
Broker • Rowan Capital
Active
Docs requested
deals@rowancap.com
(504) 555-0202
New Orleans, LA
Waiting on rent roll refresh; loves AI briefs.
Ma
Maya Chen
Owner • Magnolia Pines
New
Intro sent
maya@magnoliapines.io
(337) 555-0909
Lake Charles, LA
Prefers phone updates; flood zone clear.
Activity & reminders
Syncs with pipeline and tasking.
Follow up with Harper about zoning letter • Today
Send rent roll summary to IC channel • Tomorrow
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