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Overview Global Contracts is where all document templates are created and managed — for reservation forms, unit sale contracts, and broker contracts. Templates are built once and reused across the system, with placeholder codes (Document Words) that get auto-f...

Overview The Roles & Users module controls who can access what in the CRM. Access is managed through a two-step structure: first you create a Role with a specific set of permissions, then you create a User and assign them that role. The role defines what the u...

Overview A Role is a named set of permissions. Every user in the system must be assigned a role — the role determines what they can see and do across all modules. The Roles Screen Go to Roles & Users → Roles. From here you can: Action Description Show Tree Vie...

Overview A User is anyone who logs into the CRM. Each user is assigned a Role (which defines their permissions) and a Parent User (which places them in the hierarchy tree). The Users Screen Go to Roles & Users → Users. From here you can: Action Description Sho...

Overview Permissions are organized into groups — each group covers a specific area of the CRM. When building a role, you select which permissions to grant from these groups. Select All within a group grants every permission in that group. ⚠️ The Settings permi...

Overview User Logs is a system-wide audit trail that tracks every action taken by every user in the CRM — who did what, when, and on which item. Accessible from Roles & Users → User Logs. What You See Column Description Name The user who performed the action. ...

Overview SMS Logs records every SMS message sent through the CRM — showing the message content, who sent it, who received it, what triggered it, whether it was delivered, and when. Accessible from Roles & Users → SMS Logs. What You See Column Description ID Se...

Overview Email Logs records every email sent through the CRM — showing the sender, recipient, message content, and date. Accessible from Roles & Users → Email Logs. What You See Column Description ID Sequential log ID. Sender The email address the message was ...

Overview This module covers the full onboarding process — from the moment Sales hands off a new client to the moment the client goes live on the CRM. As the person responsible for both implementation and training, you own this entire journey. Your goal is to g...

Overview The Broker CRM is a dedicated set of modules designed for broker companies to manage their own inventory, clients, and developer relationships — all from within the same CRM. A broker uses these modules to list resale units, track primary developer pr...

Overview The Developers section is where you add and manage the developer companies you work with. Each developer record stores their contact details, contract information, and branding assets. The Developers List The list shows all developers with the followi...

Overview Owners are individuals or entities who own properties and want to sell or rent them. You add them to the CRM and their resale units are automatically linked to their profile. 💡 Important: When a salesman creates an owner, only that salesman can see th...

Overview The Sent CILs Log tracks every CIL (Client Information Letter) you've sent to a developer from within a lead. It gives you a complete record of which leads were shared with which developers, by whom, and when. How to Send a CIL to a Developer Open the...

Overview The Projects section lists all developer projects you have access to. Each project is organized into Phases, and each phase contains Unit Types with the actual units available for sale. The Projects List Projects are displayed as cards. Each card show...

Overview Unit Types are the types of units within a project phase (e.g., Villa, Twin). Each unit type contains the individual units available for sale. From here you can view units, show them to clients, and move them through the selling pipeline. Unit Types L...

Overview The Project Units History tab provides a complete audit log of all actions taken on all primary units — across all projects and phases. Use it to track every show, hold, contract, price change, and any other activity on any unit. What You See Column D...

Overview The Resale Units section is where all resale properties submitted by owners are listed and managed. Units start in Pending status and must be Accepted before they can be shown to clients and sold. 💡 Owner Privacy: The owner's details (name, contact in...

Overview The Resale section has two additional views beyond the card view — the Resale Units Table and the Resale Units History. Both give you different ways to review and audit resale unit data. Resale Units Table The Resale Units Table displays the exact sam...