Operations overview

Welcome, team.

Stay on top of your pipeline, connect with prospects, and keep your property inventory moving.

New lead Add property
Total leads
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Pipeline
Clients
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People in CRM
Inventory
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Properties
AI calls
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Outbound
Visits
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Scheduled
Follow-ups
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Pending

Quick call

Reach one client instantly using their phone number.

Bulk calling queue

Call the next 10 uncalled clients by status. Previous calls are skipped automatically.

Schedule calendar

Click any date to view that day's visits and availability.

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Sun
Mon
Tue
Wed
Thu
Fri
Sat

Scheduled visits

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0

No scheduled visits for this date.

Set available slots

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0 set

No slots set for this date. Add a time above.

Workspace activity

Your latest clients and property inventory.

Recent clients

0
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ClientCityStatus
No clients found.
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Property inventory

0
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PropertyPriceStatus
No properties found.
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EstateAI workspaceWorkspace settings