Skip to content
Gallery
Real Estate OS
Start Here
Client Management
Property Management
Schedule Management
Offer Management
Closed Deals
Analytics
Data
Share
Explore

icon picker
Client Management

Email Templates
hearts

Want to make this doc your own? Get your own copy
here
⁠
!


start

Getting Started - Client Management

Make managing your client base effortless. This page contains all of your clients in an organized, filterable, simple way.
To manually add a new client yourself, click the Add new client button below. Alternatively, you could paste the form link (below) on your own website for visitors to fill out and submit.
The agent they sign up under will receive an email notifying them of the new lead.
Never miss a first reach out again - check the
Make the first move!
⁠
table to reach out to new leads for the first time in an automated yet personalized way.
But before we go too much further, we need to jump to
Email Templates
⁠
.
⁠
Clear sample data
⁠
⁠

Need to publish a new lead generation form somewhere? Use this
link
⁠
⁠
⁠
Add new lead
⁠
⁠

All Clients
⁠

Make the first move!
⁠

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.