One thoughtful workspace for the people, opportunities and follow-ups behind every relationship. A suite built around how brokers actually work.
Development preview
A customer is looking for a new home. Keep the context, create an opportunity and decide the next step.
Personal CRM, opportunities and tasks are available in development. AI, Live and team collaboration are planned. No payment is collected.
Start with your customer relationships. Bring conversations and real-time guidance into the same journey as the suite grows.
A Chrome companion for customer conversations. Today’s preview lets you select text, review it and save it to your own CRM. Smart replies and channel integrations are planned.
A calm home for customer profiles, opportunities and personal tasks. Team assignments and calendar scheduling are planned extensions.
A future assistant for live communication: transcription, knowledge-based Q&A and next-step guidance. RealtimeKit and AI integrations are not yet configured.
For independent brokers first. For growing teams next.
Record customer context and communication preferences in a private profile. Respect contact-stop decisions.
Track an opportunity and add a personal follow-up task. Review the details before taking action.
Shared tasks, scheduling and live guidance are on the roadmap. Today’s preview remains a personal workspace.
Proposed launch pricing in CAD / USD. Subscriptions, usage meters and paid features are not active in this development preview.
14 days · proposed trial
1 broker
5 seats included
Annual Solo: $290/year. Annual Team: $990/year. Extra Team seat: $19/month or $190/year. Allowances reset monthly; no automatic overage charges. Quota enforcement and billing must be implemented before launch. Taxes, if applicable, are extra.
Start with the personal workspace available today.
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