Buyer CRM: Every Buyer, Buy Box and Status in One Place

The buyer CRM keeps every cash buyer in one place: who they are, what they buy, what they have been sent, and what they did with it. It is included on Pro and inherited by Scale.

Segmentation and buy boxes

Record each buyer's buy box, the geography, property type, condition and price range they actually buy, and segment your buyers by it. When a deal comes in, the segment that fits is the send list, and the buyers who do not fit are not bothered.

Buyer engagement tracking

Opens land on the buyer's record, so you can tell a list that was sent from a list that is paying attention. An open is attention, not qualification or proof of funds. Treat it as a reason to call, not as a commitment.

Offer tracking

Offers stay on the deal, tied to the buyer who made them, so the state of every deal is visible without re-reading a text thread.

Deal pages

Publish a buyer-ready deal page under your own brand and give every buyer their own link. The link is what ties an open back to the buyer record.

Buyers you discover with investor search are added to the CRM in one step, with the source of the discovery kept on the record.

How it fits the work

The CRM is only as good as the buyer list you maintain in it. The guide to maintaining your buyer list covers the fields, the three buyer states and the hygiene that keeps a list usable, and the cash-buyer sourcing guide covers where the buyers come from in the first place. To confirm which investor actually acquires a deal before you rely on a record, read how to confirm the acquisition decision maker.

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