We are not the thing you plug your stack into. We are the stack.
Every other CRM sells you a directory of integrations, because on its own it does not do very much. There are three things to connect here, and they are the three things we should never own: your calendar, your mailbox, and your own property data licence.
Every integration is a thing that can break.
A long list of integrations sounds like power. In practice it is a list of subscriptions you still pay for, sync jobs that fail quietly, duplicate records nobody owns, and a support answer that begins “that is on their side”. The tools were never designed to hold a buyers agent’s work, so the joins are where the work leaks out.
The fix is not better joins. It is fewer of them.
Three accounts. That is the whole setup.
All three live in Settings, each takes a minute, and each can be disconnected whenever you like.
Google Calendar
Two-way syncYour diary is yours and it lives where the rest of your life lives. Appointments booked in the platform appear in your calendar, and anything already in it blocks out your availability here.
Gmail or Outlook mailbox
Your own addressEmail you send from a client record leaves from your own address, and mail that arrives is matched to the right client by their email address - including the history from before you joined.
Cotality (RP Data)
Your own accountProperty data is licensed to you, not to us. You sign in once with your own RP Data credentials and the platform reads live data under your licence, which is why there is nothing extra to buy and nothing to cancel.
Everything else was never an integration.
The email, the video calls, the property research, the compliance checks: on any other CRM each of those is a separate vendor and a separate join. Here they are modules, sharing one client record, written by the same people.
One record
Clients & pipeline
Contacts, leads and the full buyer journey, in one record.
Email
Send from the client record, with your agency branding.
Video calls
Meetings run in the platform, transcribed and summarised.
Property research
Suburb data, matching and folios on your Cotality connection.
Reports
Client-ready property and suburb documents.
Compliance
Identity and AML checks filed against the client.
What you stop dealing with.
- No middleware subscription sitting between your tools
- No duplicate client records drifting apart in two systems
- No sync failure you find out about from a client
- No vendor telling you the problem is the other vendor
- One export, one support conversation, one place your data lives
Connect three things. Cancel the rest.
Every plan opens with a 7-day trial. Upgrade when you are ready.