Rename records
Call things what your team calls them. Rename Deals, Contacts, Companies and Items, and the new names show everywhere.
- Rename any recordDeals, contacts, companies and items.
- Updates everywhereMenus, lists and reports use the new name.
- Set onceThe change applies to your whole team.
Custom fields
Add the fields your business needs, such as budget, configuration or lead source. You can filter and report on them like any other field.
- On every recordAdd fields wherever you need them.
- Grouped in sectionsRelated fields sit together.
- Use in filters and reportsFilter and report on your own fields.
- Stages, tags and task typesSet these up in settings too.
Roles and permissions
Decide what each person can see and change. This helps when you add junior agents or partners who should not see every deal.
- Owner, admin or memberChoose a role when you invite someone.
- Invite by emailManage your team from one settings page.
- Deactivate usersWhen someone leaves, their records stay.
- Support accessLet our team in only when you need help.
- Connect other softwareLink other tools from settings.
Frequently asked questions
Yes. You can rename record types, and the new name shows across menus, lists and reports. Property teams often use names like Enquiries or Site visits.
Related features
Deals & contacts
Deals on a board or a list, with contacts, companies, inventory and history linked to each one.
Explore deals & contactsReports
See how the month is going, then click any number to see the deals behind it.
Explore reportsMobile
Install it on your phone, get notifications, and update deals from anywhere.
Explore mobile