Create consistent business processes

Automate Real Estate CRM Workflows

Workflows can help each team member to action items according to your policies and plans.

Automated workflow

Automate your business processes.

Team Roles

Assign actions based on role.


Easy to deploy. Designed for Real Estate.

Coordinate workflow

Automated campaigns can flow the tasks between multiple team members assigned to a lead.

Define the business processes you want your team to use when working with leads.

  • Combine communications, tasks and MLS data into a single workflow.
  • Multi-role support for teams.
  • Basic step-by-step activities help you achieve your goals for each lead.
  • Pre-built real estate workflows and campaigns help you get a fast start.
  • Simple to create and use.
See Demo
A real estate workflow sequence with tasks, emails and SMS messaging.
Or, call: 800.205.0317