Every feature, built for the wholesaler workflow.

No "feature creep" from generic CRMs. Just the tools you actually use to find deals, sign contracts, and assign to buyers.

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Deal pipeline that mirrors your real process

Lead → Contacted → Appointment → Under Contract → Marketing → Assigned → Closed. Every stage tracked, every deal accountable. Drag-and-drop kanban or hit the list view when you want a spreadsheet feel.

  • • Custom stages match your actual workflow
  • • Filter by date, source, assignee, status
  • • Stuck-deal alerts when leads sit too long

Pipeline view

Verified buyer list — know who's real

Tag buyers with proof of funds, KYB status, and purchase history. Repeat buyers earn the Verified Buyer badge automatically. Spot tire-kickers vs. closers at a glance.

  • • Auto-badge buyers with verified POF + 1+ closed deals
  • • Track total purchases, average close time, deal types
  • • Segment buyers by city, asset class, price range

Verified buyers

RFQ-to-quote workflow built into every deal

When a buyer asks for a price, log the RFQ on the deal in one click. Respond, track status, see every quote you've sent. No more lost deals to text-message chaos.

  • • RFQ inbox per deal — every quote in one view
  • • Status tracking: pending → quoted → accepted/declined
  • • History on every buyer profile — never re-quote what you already sent

RFQ inbox

Replenishment alerts so buyers never go cold

Repeat buyer hasn't closed in 60 days? Auto-email triggers. Hasn't responded by 90 days? Second nudge. Built so your best customers stay yours.

  • • Two-stage alerts at 60 and 90 days post-last-deal
  • • Customizable email templates per buyer segment
  • • Auto-pause alerts for buyers actively in a deal

Auto-replenishment

Documents on the deal, not in Drive

Purchase agreement, assignment contract, proof of funds, photos, inspection reports — everything attached to the deal. Find any document in seconds, not minutes.

  • • Upload contracts, photos, scans direct to deal
  • • Tag documents by type for fast filtering
  • • Share links with buyers without exposing your whole drive

Document storage

Reports that show what's actually working

Average days lead-to-assignment, top sources by ROI, buyer LTV, dispo cycle time. See where the money's coming from so you can double down.

  • • Lead source ROI — which channels convert?
  • • Buyer LTV — who's worth keeping warm?
  • • Pipeline health — where deals get stuck

Reports

See it for yourself in 14 days.

No card, no commitment, full feature access. Start running your wholesale business like a real operator today.

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