Features / Teams
Built for teams. Private where it matters.
Leaders get the full picture of the business. Every agent's inbox, messages and calendar stay their own, enforced at the database layer.
Roles and access
Who sees what, decided by you
- Leader and member roles
- Leaders see the whole team's business: pipeline, listings, open homes, targets. Members see their own patch.
- Per-tab permissions
- Each member gets exactly the tabs they need, with view or edit rights per tab. The new assistant gets listings and open homes, not the contracts drawer.
- Invites in minutes
- Send an invite, they set a password, and they land with exactly the access you granted. No migration project.
“Will my team actually connect their inboxes?” Yes, because nobody else can read them.
Leader sees
- Team pipeline and stages
- All listings and vendor updates
- Open homes and buyer grades
- Contacts database
- Contracts and targets
- Market comparables
Stays private to each agent
- Their email inbox
- Their text message threads
- Their calendar
Each member connects their own accounts. Nobody, including the leader, reads anyone else's comms. That boundary is enforced by database policy, not by settings.
The boundary is enforced by row-level security policies in the database, not by interface settings. How this is enforced →
Supporting modules
Around the team
- Automation Centre
- Sync status for every connected source, plus workflows you can trigger with one click.
Book a demo for your whole team.
Bring the principal and the newest assistant. We'll show what each of them sees, side by side.