
New lead
2218 W Alder St
Mesa, AZ · Seller intake form
3 bd · 2 ba · 1,640 sq ft
Owner occupied: Not available
Start with an address. Ops pulls beds, baths, size and year built, and leaves blank whatever the provider does not return.
One connected platform, from the first lead to the finished deal. Capture and convert leads in the CRM, then analyze, offer and close in Ops — one subscription, nothing to stitch together.
Sample workspace — illustrative data, not customer results
Pull the property, check the comps, run the numbers and send an offer you reviewed, all inside Ops.
Sample data. Illustrative sample property. Not a real listing.
14 days. No credit card required. 500 Ops Credits included.
Ops Credits pay for property lookups, comparable-sales searches and AI assists. A full property lookup is 35 credits.
The CRM runs the first two steps. Ops runs the last two.
New leads from forms, imports and messages
Web forms, list imports and inbound messages create the contact and tag where it came from, so follow-up can start at the first touch.
Follow-up that stops when they reply
Follow-up texts and emails go out on a schedule you set and stop when the lead replies or books. Texting needs carrier registration and contact consent.
Comps, offer and buyers, step by step
Pull comps, run the Deal Analyzer, build the offer and match buyers. Everyone on your team sees where each deal stands.
Which lead sources turn into deals
Lead-source reports show which sources turn into deals, so you know where to spend next.
Agents follow each lead toward a contract. Investors and wholesalers add the property, the numbers and the buyers to the same contact.
Agents follow each lead toward a contract. Investors and wholesalers add the property, the numbers and the buyers to the same contact.
Capture leads from your forms, keep the conversation in one thread and move each contact toward a contract.
Drive for dollars, skip trace, run comps and the Deal Analyzer, then match buyers and track the assignment.
Same contact, same property, same history in both views.
All solutionsMarcus Bell
2218 W Alder St, Mesa, AZ
One thread
Lead captured from seller intake form · 2:04 PM
Thinking about selling the house. Can someone call me?
Form message · Marcus Bell · 2:04 PM
Hi Marcus, thanks for the form. Is Thursday a good day to talk?
Text · Taylor · 2:16 PM
Thursday morning works.
Text · Marcus Bell · 2:31 PM
Call, 4 min. Wants to sell in about 60 days. Agreed to a consult.
Email sent. Consult confirmation.
Qualified. Ready for the numbers in Ops.
Listing consult
Thursday, 10:30 AM, by phone
On Marcus Bell’s contact
Follow-up queued
Timed texts, emails and call tasks run until Marcus replies or books.
Follow-up running
Step 1 went out at 2:16 PM. The next step waits for a reply.
Follow-up stopped
Marcus replied, so the sequence stopped. A booking stops it too.
Pipeline
Sample stages. Yours are set up around how you sell.
New
Contacted
Qualified
Offer Sent
Contract
Marcus Bell
2218 W Alder St
Texting needs carrier (A2P) registration and contact consent.Sample data. Illustrative sample property. Not a real listing.
Capture leads from your forms, keep the conversation in one thread and move each contact toward a contract.
See real estateAll solutionsDrive for dollars, skip trace, run comps and the Deal Analyzer, then match buyers and track the assignment.
See investor toolsAll solutionsMarcus Bell
2218 W Alder St, Mesa, AZ
One thread
Lead captured from seller intake form · 2:04 PM
Thinking about selling the house. Can someone call me?
Form message · Marcus Bell · 2:04 PM
Hi Marcus, thanks for the form. Is Thursday a good day to talk?
Text · Taylor · 2:16 PM
Thursday morning works.
Text · Marcus Bell · 2:31 PM
Call, 4 min. Wants to sell in about 60 days. Agreed to a consult.
Email sent. Consult confirmation.
Qualified. Ready for the numbers in Ops.
Listing consult
Thursday, 10:30 AM, by phone
On Marcus Bell’s contact
Follow-up queued
Timed texts, emails and call tasks run until Marcus replies or books.
Follow-up running
Step 1 went out at 2:16 PM. The next step waits for a reply.
Follow-up stopped
Marcus replied, so the sequence stopped. A booking stops it too.
Pipeline
Sample stages. Yours are set up around how you sell.
New
Contacted
Qualified
Offer Sent
Contract
Marcus Bell
2218 W Alder St
Texting needs carrier (A2P) registration and contact consent.Sample data. Illustrative sample property. Not a real listing.
Marcus Bell
2218 W Alder St, Mesa, AZ
One thread: text, email and calls
Thinking about selling the house. Can someone call me?
Form message · Marcus Bell · 2:04 PM
Hi Marcus, thanks for the form. Is Thursday a good day to talk?
Text · Taylor · 2:16 PM
Thursday morning works.
Text · Marcus Bell · 2:31 PM
Call, 4 min. Wants to sell in about 60 days. Agreed to a consult.
Email sent. Consult confirmation.
Qualified. Ready for the numbers in Ops.
Follow-up queued
Timed texts, emails and call tasks run until Marcus replies or books.
Follow-up running
Step 1 went out at 2:16 PM. The next step waits for a reply.
Follow-up stopped
Marcus replied, so the sequence stopped. A booking stops it too.
Listing consult
Thursday, 10:30 AM, by phone. On Marcus Bell’s contact.
Pipeline
New
Contacted
Qualified
Offer Sent
Contract
Marcus Bell moves from New to Qualified, then into Ops.
Capture leads from your forms, keep the conversation in one thread and move each contact toward a contract.
Sample data. Illustrative sample property. Not a real listing.
Texting needs carrier (A2P) registration and contact consent.
Coming soon
The shared CRM works for them today. Their industry tools are not built.
Work leads in the CRM, run comps and the deal in Ops, and send offers you reviewed. Try Ops for 14 days, no card needed to start.

2218 W Alder St
Mesa, AZNew lead
Property data
Beds / baths
3 / 2
Living area
1,640sq ft
Year built
1988
Owner occupied
Not available
Maximum allowable offer
$118,000
ARV × 70% − repairs − fee
Your pipeline
Live4410 E Palm Ln
Seller intake form
917 N Date Ave
Website form
1306 S Vine St
Texted, no reply
62 W Quail Rd
Call booked
523 W Birch Ct
Appointment set
2218 W Alder St
MAO $118,000
88 N Cholla Dr
Under contract
Sample data. Illustrative sample property. Not a real listing.
Sample data. Illustrative sample property. Not a real listing.
2218 W Alder St
Mesa, AZ
Maximum allowable offer
$118,000
ARV × 70% − repairs − fee
Property data
Beds / baths
3 / 2
Living area
1,640sq ft
Year built
1988
Owner occupied
Not available
Your pipeline
LiveWork leads in the CRM, run comps and the deal in Ops, and send offers you reviewed. Try Ops for 14 days, no card needed to start.
Set up with us
Scoped on a call Optional
What we can set up
CRM and Ops implementation
Pipelines, message templates, team access and your contact import, set up around how you sell.
Priced separately. Price and timeline are set on the call.
Follow-up sequence
Being set upStops when the lead replies or books.
Your pipeline, set up with you
In progressWe set up your workspace and connect your accounts, and can build your website or manage lead generation. Services are optional, priced separately and scoped on a call.
Services are optional and priced separately. The CRM and Ops are the same either way. Use one, or both.
A seller fills in your form. The CRM keeps the conversation and runs follow-up, Ops runs comps and offer math, and AI drafts replies and analysis for you to review.
01 / 05
A seller sends your intake form. It becomes one contact record with the source attached.
02 / 05
Text, email and calls share one thread. Enroll the contact in a follow-up sequence: it sends on a timer and stops when Marcus replies or books.
03 / 05
Facts, comps and your 70% rule give a maximum allowable offer: $118,000 (sample).
04 / 05
Beta: AI drafts land in your message box; you edit and send. Deal analysis is suggestions only. AI call answering is set up with us.
05 / 05
The offer goes out as an LOI PDF with a tracked page. E-signature is a paid add-on we set up for your workspace.
Ops is in Beta and changes often.
Texting requires carrier registration and contact consent. Sample data. Illustrative sample property. Not a real listing.
Live: CRM inbox, follow-up sequences (you activate each one; texting needs carrier registration), Ops deal tools, LOI offers and the signed-document vault.
Beta: AI draft and rewrite help, AI deal analysis. Suggestions only; you edit and send.
Set up with us: AI call answering, e-signature (paid add-on).
In development: AI Workforce (agents that act on your behalf), not available.
A seller fills in your form. The CRM keeps the conversation and runs follow-up, Ops runs comps and offer math, and AI drafts replies and analysis for you to review.
Sample data. Illustrative sample property. Not a real listing.
Marcus Bell
2218 W Alder St, Mesa, AZ
01 / 05
A seller sends your intake form. It becomes one contact record with the source attached.
Sell your house
Seller intake form
I agree to be contacted by text and email.
Marcus Bell
2218 W Alder St · Mesa, AZ
Owner: Taylor · Source: Seller intake form
02 / 05
Text, email and calls share one thread. Enroll the contact in a follow-up sequence: it sends on a timer and stops when Marcus replies or books.
Marcus Bell
2218 W Alder St · Mesa, AZ
Owner: Taylor · Source: Seller intake form
Form submitted
Seller intake form, 2218 W Alder St
Text · Sequence step 1
Hi Marcus, got your form. When can we talk?
Email · Marcus
Thursday morning works for me.
Follow-up stopped. Marcus replied.
Call · Inbound, 2 min
Logged to this contact.
Follow-up sequence
Enrolled by youStops when Marcus replies or books.
Stopped. Marcus replied.
Listing consult
Thu 10:30 AM
By phone, booked on the contact.
03 / 05
Facts, comps and your 70% rule give a maximum allowable offer: $118,000 (sample).
Property
Marcus Bell2218 W Alder St, Mesa, AZ
3 / 2
Beds / baths
1,640
Sq ft
1988
Year built
Owner occupied: Not available
Deal Analyzer
Your rule 70%Maximum allowable offer
$118,000
Offer · LOI draft for you to review$118,000
Comps
2204 W Alder St · Inactive$236,000
2310 W Cypress Ave · Active$249,500
04 / 05
Beta: AI drafts land in your message box; you edit and send. Deal analysis is suggestions only. AI call answering is set up with us.
Call · AI voice agentSet up with us
AI call answering is set up with you.
Draft replyBeta
You edit it, then send
Hi Marcus, Thursday at 10:30 works. I will send a calendar invite.
AI deal analysisBetaYou confirm
Draft from your two comps. Review the ARV and repairs, then confirm.
05 / 05
The offer goes out as an LOI PDF with a tracked page. E-signature is a paid add-on we set up for your workspace.

Marcus Bell
2218 W Alder St · Mesa, AZ
Owner: Taylor · Source: Seller intake form
Call · AI voice agentSet up with us
AI call answering is set up with you.
Draft replyBeta
You edit it, then send
Hi Marcus, Thursday at 10:30 works. I will send a calendar invite.
Deal Analyzer
Your rule 70%Maximum allowable offer
$118,000
Offer · LOI draft for you to review$118,000
AI deal analysisBetaYou confirm
Draft from your two comps. Review the ARV and repairs, then confirm.
Documents · e-signaturePaid add-on
Templates, envelope, send, executed PDF.
Signed copies land in a signed-document vault.
Ops is in Beta and changes often.
Texting requires carrier registration and contact consent.
01
Launch is $99 a month, Growth is $149 and Scale is $349. Every plan has the whole platform. They differ in team seats, lead limits and monthly Ops Credits, and annual billing costs less. Texts, calls and email are billed as usage on top.
Compare plans and credit costs02
Yes. The Ops trial runs 14 days, needs no card to start and includes 500 Ops Credits for lookups, comps and AI. Prefer to see it first? Book a demo.
Start the 14-day Ops trial03
Yes. Real estate investing and wholesaling are live today, from Driving for Dollars and skip tracing to comps, offers and buyers. Home services, med spas and insurance can use the CRM and follow-up, but their industry features are not built yet.
See solutions by industryThe Ops trial runs 14 days with no card. Prefer to see it first? Book a demo and bring a real deal.