ALL 28 MODULES
Every module, one shared record.
Twenty-eight modules over one shared timeline and one automation engine. Turn on what you need; hide the rest.
Data
Data
Getting information in, trusted, and kept in one place.
Contacts
One trusted record per person, with a unified timeline of every call, text, email and event.
Leads
Inbound capture and triage from portals, ad platforms, forms and your website, with routing and source attribution.
Ignition
A nine-step wizard that takes an empty CRM to a populated, scored, segmented, planned one.
Forms
A branded form builder that drops submissions straight into a pipeline as cards or leads.
Sell
Sell
The pipeline from first contact to closed deal.
Prospecting
A scored daily call list with dated reasons, per-channel targets, and AI-drafted messages.
Properties & Records
The deep record — every field, tab, file, offer and dollar attached to one asset or deal.
Open Homes & Viewings
Scheduled events with PIN-secured or self-serve sign-in, contact matching and automated follow-up.
Offers & Quotes
Offer records with clauses, status tracking, multi-offer comparison, deposits and transaction reports.
Pipelines
Custom Kanban boards with your own stages, cards, tasks, widgets and automations.
Market
Market
Reaching people and staying on-brand while you do it.
Audiences
Saved segments built from attributes, scores, recency and value, feeding campaigns and automations.
Design Studio
A canvas editor with smart blocks bound to real property and agent data, for on-brand collateral without a designer.
Branding
Multi-brand management with palettes, assets, shared brand boards and AI logo generation.
Email Inbox
A three-pane email client inside the CRM, with contact context beside every thread.
Marketing Campaigns
Multi-email journeys with delays and button-level branching, generated from a brief.
Voice Memos
Record or generate voice messages with cloned voices and share them on tokenised links.
Deliver
Deliver
The paperwork and portals that finish a deal properly.
Digi-Sign
Document generation and e-signature with hash-chain audit trails, replacing your e-sign subscription.
Client Portals
Branded, token-verified public pages — seller dashboards, buyer document portals, feedback and upload links.
Money
Money
The commission and payroll maths, done once, correctly.
Accounting
Deal ledgers, supplier invoices matched by AI, expenses, commission models, batch payments and statements.
Payroll & Commissions
Xero-centric pay runs with payslips, bulk actions, and reversal that reverts linked records.
Run
Run
The daily operating layer: tasks, calendar, chat, dashboards.
Dashboard
A drag-and-drop grid of widgets per user, saved as templates and pushed to a team.
Templates Library
Central email, SMS, task and document templates scoped to team or personal.
Tasks
Task tables with priorities, templates, series, reminders and automation triggers on completion.
Calendar & Booking
One diary with Outlook two-way sync, plus public booking pages with availability rules.
Training Academy
In-product courses, a knowledge vault, a RAG training chat and click-through walkthroughs anchored to the real UI.
Platform
Platform
The plumbing that makes every other module safe and extensible.
Widgets Platform
Build your own reporting panels and mini-apps, including AI-built code widgets in a sandbox.
Automations
A visual workflow editor over every mutation in the system, with correct cost attribution.
Settings, Roles & Permissions
Role-based access with per-menu scope, module gates, storage attribution and navigation customisation.