Dashboard
0
Total Properties
0
Total Contacts
0
Follow-ups Due
0%
Conversion Rate
Recent Properties
Recent Conversations
Deal Pipeline
Conversations Dashboard
0
Phone Calls
0
Emails
0
Text Messages
0
Meetings
0
Follow-ups Due
Activity Timeline
Today
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| Time | Contact | Type | Summary | Outcome | User | Actions |
|---|---|---|---|---|---|---|
📅 Upcoming Follow-ups
0 follow-ups
| Follow-up Date | Contact | Type | Summary | Original Date | Actions |
|---|---|---|---|---|---|
Properties
| Address | Type | Location | Price | Units | Source | Stage | Priority |
|---|---|---|---|---|---|---|---|
All Contacts
Property Owners
Lenders
Agents
Data Tools
Find Duplicates
Merge Records
Import from Crexi
Zoho Connect
Duplicate Detection
Select a record type and click "Scan for Duplicates" to find potential duplicates in your database.
Merge Records
Select two records to merge. The second record's data will be merged into the first, and the second will be deleted.
→
Import from Crexi
Upload Crexi CSV
Re-importing the same file will update existing properties
Import Features:
- Multi-import - Re-import same file to update existing records
- Deduplication - Matches by APN or address to avoid duplicates
- Auto-contacts - Creates contacts from owner info
- Linking - Links contacts to properties as "Owner"
- Source tracking - Sets source to "Crexi"
Import History
Zoho Mail Connection