Route new inquiries into one focused workspace with AI-assisted first touches.
THURSDAY, JUNE 25
Good morning, Jordan.
Here’s what’s happening with your business today.
Active leads↗ 12.5%
24
3 added this week
Pipeline value↗ 8.2%
$4.82M
Across 8 opportunities
Properties2 new
6
3 active · 2 pending
Tasks due4 today
11
2 overdue
Sales performance
Your closed volume over the last 6 months
Total volume$6.24M
Commission earned$187,200
↗ 18.4%
$2M$1.5M$1M$500K$0
JanFebMarAprMayJun
Today’s tasks
Keep your day moving
Pipeline overview
Track every opportunity from lead to close
Recent activity
Latest updates across your CRM
Offer accepted for 18 Willow Lane
12 minutes agoNew lead — Olivia & Sam Parker
1 hour agoShowing completed at 42 Bayberry Dr
3 hours agoNote added to Marcus Chen
Yesterday at 4:32 PMSALES WORKSPACE
Transaction pipeline
Move opportunities forward and keep every transaction visible.
Open pipeline$4.82M
Weighted value$2.16M
Average transaction$602K
Close rate38%
TRANSACTION FILE
Commission Documents
Opened from a Pipeline transaction card, with stage-specific uploads for compliance and distribution authorization.
LEAD INTAKE
Leads
External email, website, portal, and import sources route new leads here automatically.
New leads0
Pipeline leads0
Hot leads0
Amelia active0
New lead review
These leads stay out of Contacts until an agent reviews or converts them.
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| Lead | Type | Owner | Phone | Email preview | Status | Archive |
|---|
RELATIONSHIPS
Contacts
Manage buyers, sellers, past clients, and active relationships after lead review.
| Contact | Type | Owner | Phone | Last contact | Status | Actions |
|---|
FOLLOW-UP WORKSPACE
Interactions
Use automation and AI to keep every lead and contact moving forward.
Active automations0
Queued follow-ups0
AI drafts0
Amelia active0
AUTOMATIONS
Automated follow-up
Create email, text, call, and task workflows for new leads, buyers, sellers, and contacts.
Templates10
Queued0
AI ASSISTANT
AI client care
Draft outreach, summarize leads, recommend next steps, and activate Amelia when a lead needs nurturing.
Drafts0
Amelia0
COMMUNICATIONS
Phone
Use OPR Nexus to place calls, log incoming calls, save recordings, and review voicemails.
Business numberNot connected
Calls logged0
Recordings0
New voicemails0
Dialer
Choose a contact or type a number to log an outgoing or incoming call.
OPR Nexus logs every call as a CRM record. Live Google Voice dialing and recorded audio sync require Google Voice/Workspace authorization and a secure backend connection. Always follow call-recording consent laws for your market.
Call recordings
Recent conversations saved in the CRM.
Voicemails
Incoming voicemail recordings and transcripts.
Phone activity
Recent Google Voice setup, calls, and voicemail updates.
SCHEDULE
Calendar
Manage showings, consultations, follow-ups, and synced calendar setups.
Today0
Upcoming0
Connected calendars0
Manual events0
Calendar
Monthly view with appointment markers.
SunMonTueWedThuFriSat
Calendar integrations
Connect Apple Calendar, Google Calendar, Outlook, or another provider.
This local CRM saves setup details and event records. Live two-way calendar sync requires provider authorization and a secure hosted backend.
ADVERTISING
Marketing
Connect ad platforms, build campaigns, and track lead results from the CRM.
Active campaigns0
Total spend$0
Tracked leads0
Avg. cost / lead$0
Easy ad builder strategy
Choose the outcome and the CRM recommends a practical plan.
Lowest costMeta lead forms, local audiences, short copy, fast agent follow-up.
Best outcomeHigh-intent search, landing pages, retargeting, stronger qualification.
BalancedTest multiple channels, then move spend to the best cost-per-quality-lead.
Marketing platforms
Save setup details for Google Ads, Facebook, Instagram, and other marketing channels.
Campaigns & results
Track spend, leads, clicks, and strategy for each campaign.
SAFE STORAGE
Archive
Move old leads and contacts out of active work. Delete forever only from here.
Total archived0
Archived leads0
Archived contacts0
Archived leads
Restore to the pipeline or permanently delete.
Archived contacts
Restore to contacts or permanently delete.
!
Deletion warning: restoring brings the record back to the active CRM. Delete forever permanently removes the archived copy from this local CRM.
INVENTORY
Properties
Manage active listings and buyer opportunities.
FOLLOW-THROUGH
Tasks
Stay on top of every call, showing, and deadline.
All tasks
Everything on your plate
SMART FOLLOW-UP
Automations
Follow up consistently, contact leads faster, and keep every relationship moving.
Active automations0
Leads enrolled0
Actions queued0
Completed actions0
My automations
Active workflows enroll matching leads and prepare the next follow-up automatically.
Real estate automation templates
Start with a proven workflow, then adjust every step to fit your business.
Follow-up queue
Review scheduled emails, texts, calls, and tasks before they go out.
✦
Delivery status: tasks and CRM activity run locally. Emails and text messages enter the follow-up queue until a secure email/SMS delivery service is connected.
ON POINT AI
AI Assistant & Amelia
Draft personalized outreach, activate Amelia for lead follow-up, and add communication to your queue.
AI modeLocal assistant
Approval policyAgent review required
Drafts created0
Queued messages0
Amelia active0
Amelia queued0
Communication copilot
Choose a person and tell the assistant what you need.
Amelia AI chatbot
Activate Amelia on individual leads to queue friendly email and text follow-up automatically.
Amelia writes conversationally, but clearly identifies herself as On Point Realty’s AI assistant.
AI drafts
Review, edit, and approve before anything enters the communication queue.
◈
Safe automation: Amelia only runs on leads where you activate her and confirm communication permission. Live email/text delivery still requires connected delivery services; API keys are never stored in this browser app.
BROKERAGE WORKSPACE
Team
Create your organization, manage active agents, and open the CRM records each role is permitted to see.
Team members0
Active agents0
Open leads0
Pipeline value$0
On Point Realty
Brokerage roster and CRM access
CONTROL CENTER
Admin
Manage lead intake, Amelia defaults, archive permissions, and CRM housekeeping.
Amelia defaultAuto-active
New contactsManual review
Archived records0
Queued actions0
Lead intake & Amelia
Choose what happens when new leads and contacts enter the CRM.
Admin activity
Recent configuration, archive, and Amelia events.
CONNECTED WORKSPACE
Integrations
Connect email, calendars, and your local MLS to keep client and listing data together.
Configured services0
Email accounts0
Calendars0
MLS listings imported0
Email & calendar
Log client communication and keep appointments in sync.
GGoogle Workspace
Gmail and Google Calendar using OAuth.
GGoogle Voice
Business number, inbound/outbound calls, recordings, and voicemails.
MMicrosoft 365
Connect Outlook email first. Calendar sync can be added after Microsoft approves the extra permissions.
Other email
Connect another provider with IMAP and SMTP settings.
SMSText messaging
Connect Twilio or another SMS provider for automated lead texts.
Calendar integrations
Connect Apple Calendar, Google Calendar, Outlook, or another calendar provider.
Marketing, transactions & productivity
Popular tools used to capture leads, nurture contacts, close transactions, and run a brokerage.
Florida IDX & MLS
Connect multiple Florida MLS feeds for IDX search, listing imports, and lead capture.
MLSMLS API connection
Works with RESO Web API providers, MLS Grid, Bridge Interactive, and custom MLS endpoints.
- Sync active and pending listings
- Match listings to clients
- Choose a daily or hourly schedule
Import an MLS export
Upload a CSV exported by your local MLS. Common listing fields are mapped automatically.
- No API credentials needed
- Imports directly to Properties
- Works with most MLS exports
Integration activity
Connection and import history for this workspace
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Credential safety: connection preferences can be saved now. Live OAuth, provider secrets, and automatic syncing require the production environment keys.