Prospect Portal

Streamline the management of your leads, proposals and contacts in an easy-to-use, mobile-friendly solution

Automate the entire sales process, from lead generation through proposal creation and deal execution. Get a 360-degree view into sales activities and increase efficiency with easy access to contacts, tasks, account information and analytics.

 

Gain Full Visibility

Give your team complete pipeline visibility along with powerful deal oversight. Full integration with Yardi Voyager allows you to forecast occupancy, NOI, industry exposure and more.

Centralized Deal Management

Enter deal terms, track counter proposals, attach documents, store contacts, assign tasks, add notes and much more. Activity feed tracks all deal-related conversations and tasks with built-in messaging and timeline.

Close Deals Faster

Easily create a branded proposal by selecting the space, package, add-ons and term, then download or email the proposal. Prospects can utilize the built-in e-sign feature to execute agreements from almost anywhere.