Once connected, your AI app can read, create, and update your FUB data directly — no dashboards, no clicking through the CRM. Just ask.
Every trial key starts in Safe Mode — everything except deleting data.
Search contacts, create leads, update stages and tags, check duplicates, claim unclaimed leads from ponds.
Create and manage deals, move them through pipeline stages, track values, closing dates, and custom fields.
Create follow-up tasks, schedule appointments, set reminders, and track outcomes and types.
Review call logs and text message history, reactions, and threaded replies on a contact's timeline.
Create, edit, and merge email templates and text templates; review email marketing campaigns.
View smart lists, assign people to action plans, and see what automations are set up on your account.
Create and manage custom fields on contacts and deals to match how your team actually tracks leads.
Manage team structure, round-robin groups, and lead ponds — see who's on which team and how leads route.
Set up webhook integrations and review event history for leads, property inquiries, and more.