Core CRM
- Prospects
- Leads
- Taskboard
- Calendar
- SMS
X
X
X
Branding & Customization
X
X
X
Integrations
- SendGrid
- Twilio
- Stripe
- Jotform
- DocuSign
- Google Workspace
X
X
X
User & Role Management
Agent/Admin/Super
Custom role-builder
Custom role-builder
Reports
Basic reports
Custom report builder
AI-driven insights
Support
24-hour SLA
Live Support Chat
Dedicated CSM and AI chat
Tools
- Property Comparison Tax
- Savings
- Estimator
- Neighborhood Analytics
- Owner Contact- Finder
- Permit & Zoning Lookup
- Map
- Document Builder
- Lead Consultant (AI)
- Appointment Assistant (AI)
- AI Agent
1 Included Tool
3 Included Tools
5 Included Tools
Webhooks & API access
Yes
X
X
Custom Workflows & Fields
Yes
X
X
AI-Powered Add-Ons
- Lead scoring
- Auto-drafted
- Email & SMS
Yes
Yes
X