Email, calls, and texts in one place.
Every buyer conversation across every channel in a single, threaded view. No context switching, no dropped leads.
01
Every conversation in a searchable list
Your full conversation list with search, tabs, favorite starring, unread counts, and property context on every thread.
- Search across all conversations by name, phone, or message content
- Filter between All and Unread with real-time badge counts
- Star important conversations to keep them pinned at the top
- Property address shown per thread so you know which deal it's about
02
Threaded messages with full history
Every message in a single timeline. Incoming and outgoing messages with clear visual distinction and one-click access to the investor profile.
- Incoming and outgoing bubbles with chat-tail styling for easy scanning
- Glass-effect header with investor name and quick action buttons
- Open the investor profile panel directly from the thread header
- Full message history loads instantly regardless of conversation length
03
Compose across SMS and email from one bar
Switch between SMS and email without leaving the conversation. Phone selectors, attachments, and scheduling built in.
- Toggle between SMS and email mode with one click
- Phone number selectors for From and To appear when composing
- Attach files, use message templates, and insert smart tags
- Schedule messages for any future date and time
04
Investor profile right next to the conversation
The investor's buy box, contact info, portfolio, and listing history live in a side panel that opens from any thread.
- Buy box criteria with locations, strategies, property types, and price ranges
- Contact details, communication preferences, and DND settings
- Portfolio history with lifetime value and strategy breakdown
- Every listing tied to this investor with status and pricing