For agents with investor clients

Every home you sent each client, and what they said back

One record per client holds their buy box and their answer on each deal you sent. Keep your lead CRM beside it, or run your whole book here.

Open a sample client Get one built for your team

Sarah Okafor Active

Albany · 2–4 unit · under $450k · cap floor 7.5%

Taxes stopped 4 of Sarah’s last 9 deals. Her buy box has no tax ceiling in it.

What Sarah told Dana

Out
67 Oak St “the assessment reset kills it”
Taxes
Wants it
4821 Bowden Rd “send me the rent comps and I will move”
Maybe
3312 Plum St “after the Bowden closing”
Timing

Sarah is a sample client anyone can open.

Your client book, with the deals on it

Your lead CRM has the phone number and the last call. It doesn’t know you sent Sarah 4821 Bowden Rd, or that she’s waiting on the rent comps.

Clients

Contacts 48 Leads 3 Pipeline Follow-ups 6 Team

Sarah Okafor Active Offer out

Offer expires Oct 5

Next: send the Bowden rent comps · today

Emailed · 2h ago Opened · 3h ago

Dana

Marcus Hale Under contract

Inspection period ends Oct 6

Next: book the inspector · Mon

Called · yesterday Opened · 2d ago

You

Priya Nair Contacted

Next: send the Albany shortlist · Mon

Called · yesterday

You

N. Castillo New lead

Next: first call 1d overdue

No touch yet

Dana

The Whitfields Owner

Cash flow · 2–4 unit · owns 3 doors

Met · Sep 18

You

Watching 3

3312 Plum St

$178,000 Buy & Hold 71

Maybe Timing

Sarah Okafor Opened 2×

+2 more

Analyzing 2

18 Ten Broeck St

$246,000 Buy & Hold 66

Priya Nair Sent · not opened

+1 more

Offer out 1

4821 Bowden Rd

$214,000 Buy & Hold 77

Wants it

Offer expires Oct 5

Sarah Okafor Opened 4×

Under contract 1

140 Lark St

$231,500 Fix & Flip 74

Inspection period ends Oct 6

Marcus Hale Opened 3×

Sample client book; names, homes and dates are made up.

What lives on the client

Buy box A search you run for them starts from it.
Who got which deal Open a deal and see which clients match it, which were sent it, and who already said no.
Why they said no The reason stays attached when a teammate picks the client up.

Your CRM stays

Keep your lead CRM and sync with it, or import your book and run it here.

Zoho CRM Syncs both ways: people come in, activity goes back as notes

Zapier · webhooks · API Zapier for no-code links; signed webhooks and the API for anything else

CSV Map your columns in, catch the duplicates, export any filtered list

Get a sample client set up like your book

Tell us your team size and what you use today. We’ll build a sample client from that and email it to you. No call.