Max's CRM

This device only

Move this device's records into the shared CRM

Uploading makes them visible on every device signed in to this CRM. Do this once, from the device that has the records.

Leads & Pipeline

Volume

Sales volume against your goal

Pipeline Metrics

Where the book stands today
Total Leads
0
Open Pipeline
$0
Conversion Rate
0%
Closed (Est.)
$0

Source Performance

Which channels actually produce closings
Source Leads Closed Volume Conv %

📅 Today's Appointments

🎯 Closest to Closing

Open leads only — not ones already under contract

🤖 Jarvis Queue

Work handed to the agent, results waiting on you

📞 Needs Follow-Up

Nobody should go quiet for a week

Pending To-Dos

Conversations

Drafts waiting on you first
Pick a conversation to see the messages.

Ad Leads

Call and sort them here. Only the real ones go to the pipeline.

Campaign Performance

What each campaign costs you per lead, and per deal
Campaign Spend Leads CPL Worked Closed Cost/deal

Listings & Prospects

Prospecting Metrics

0
Properties Tracked
0
Calls Logged
0
Appointments Set
0
Listings Signed
Contact rate 0%  •  Appointment rate 0%

🚀 Launching Soon

Signed but not yet live

⏰ Expiring in 30 Days

Agreements running out

📞 Follow-ups Due

Check Before You Post

Avoid double-posting a listing

Type an MLS number to see whether it has already gone up.

Log a post

Log several at once

Paste a batch of MLS numbers — commas, spaces or one per line. Anything already logged is skipped and reported back.

Posting Activity

Marketplace output
0
Posted Today
0
This Week
0
All Time
0
This Month

Recently Posted

Most recent first

Hours

Clock in when you arrive, out when you leave
Not clocked in
One tap when you arrive, one when you leave.

Add or correct an entry

This Pay Period

This Pay Period

Resets every 14 days
0
Hours
0
Days Worked
0
Today
0
This Week

Previous Periods

Completed pay periods
Set this once to the first day of a pay period. Every 14 days from then starts a new one.

Jarvis

Everything handed to the agent, and how it went

Goals

One annual number drives the rest

Daily non-negotiables

Today's Non-Negotiables

Pulled from what actually happened

This Week

Monday to today

Lead Flow

How many are coming in, and from where

Production

Closed volume over time

Backup & Restore

Move records between devices

Download a copy of everything, or paste a backup in to move your records to another computer. Browsers keep each file's data separate, so this is how records travel between them.

Automatic Backups

Taken when you open the CRM and every few hours after. The last 14 are kept on this device. Restoring fills in anything missing without overwriting what you already have.

Personal Notes

Reminders & Tasks

—

Consultation Showing Closing Follow-up Personal

Property

New Appointment

Edit Lead

—
Call
Leave blank if you've never spoken to them. Anything over a week old gets flagged for follow-up.
Drafted follow-ups are written in this language.
Fill this in when the deal closes. It's what drives your volume numbers.
0
Not qualified yet

Client Tasks