Run every team with clear ownership

Create teams for leasing, sales, luxury properties, marketing, and operations, each with members, a leader, and clear rules.

• Create teams by department, market, or function
• Assign leaders, members, and operating categories
• Give every team its own workflow

Transfer leads between users or teams, maintaining ownership and commission. Managers can rebalance capacity without losing history.

• Transfer leads to users or teams
• Define commission split rules during handoff
• Capture the reason for every transfer

Turn client activity into steps. Assign tasks, set due dates, add reminders, and link work to leads or deals.

• Create team tasks and personal tasks
• Assign owners, due dates, reminders, and priorities
• Link tasks to leads, deals, contacts, and properties

Assign teams to pipelines and customize stages.

• Create pipelines for different real-estate workflows
• Customize stage names, order, and status flow
• Keep sales, leasing, off-plan, and deal processes organized