Start on Today
See due tasks, blocked steps, waiting documents, and messages with the client and owner already attached.
Journey Agent + CRMRun the relationship, not just the record.
The management console for real estate teams: contacts, tasks, notes, documents, transactions, and team ownership in one working view. Use it as your main CRM or beside the one you have.
Signals, available with the Complete Platform in Virginia today, adds lead finding to the same console. See what that means outside Virginia.
Watch the workflow
Start on Today. Leave the relationship ready for tomorrow.
What this shows. Open Today, move into the full client record, and leave a named owner and next action for tomorrow.
Daily client work
Start with what needs attention, then open the full history.
Work from the client
Open one relationship to see tasks, notes, messages, documents, milestones, and the next action together.
Leave clear ownership
Assign the next step, set when it is due, and keep earlier owners and changes in the activity history.
The record and the work stay together.
Journey Agent + CRM covers familiar contact and deal work, then extends the record into the client plan, requested files, partner updates, and management changes. Signals, the leads platform, is available with the Complete Platform, where it sits inside the console and hands each new conversation to the same record.
Clients and households
Search people by name and review their stage, owner, next action, open work, and linked household before opening the full record.
Today and tasks
Work due and blocked items in order. Complete, reschedule, or add a note without separating the task from the client.
Client workspace
Keep notes, messages, tasks, milestones, partners, and the activity timeline in one place.
Document requests
Ask for a specific file, see who has it, review what arrives, and keep the request state visible to the right people.
Lead to client
Carry the reason, notes, owner, and next follow-up into the active relationship instead of rebuilding them when the person becomes a client.
Connections to another CRM
Review new and changed records, resolve likely duplicates, and approve what should enter the active client list.
Compared with a conventional CRM
The main difference is where the work ends.
A conventional CRM usually centers the day on contact records, deals, tasks, messages, automation, and reports. Journey Agent + CRM keeps those familiar records, then connects them to the client’s Journey plan, document requests, limited partner invitations, and brokerage reassignment work.
The workA conventional CRMSeam
Start the dayOpen tasks, reminders, inboxes, and deal records to decide what matters first.Open Today to see due, blocked, and waiting work with the client and reason already attached.
Move a lead into active client workConvert or copy the lead into a contact and deal, then rebuild the next steps.Keep the reason, notes, owner, and next follow-up as the person moves into a client plan.
Keep a client informedSend updates by email, text, or a general client portal that sits beside the team record.Share the current step, owner, tasks, document requests, and messages through the client’s Journey view.
Bring in a lender, title professional, or contractorAdd a collaborator, forward a thread, or give broader access to the contact or deal.Send a limited invitation for one status item, document, message, or request. The rest stays out of view.
Handle a staffing changeDisable the user, then find and reassign their open records and tasks.Review the person’s access and assigned work together, choose a new owner, and keep the change in the account history.
The CRM module is optional: the console can be the team’s main CRM or run beside an existing one, and it is named Journey Agent + CRM either way. Connections are reviewed before records are accepted into active client work.
A common CRM task
Move one client forward and leave the record ready for tomorrow.
- 01
Open Today.
Choose the first due or blocked item and read why it needs attention.
- 02
Open the client.
Check the recent history, current stage, documents, messages, and owner.
- 03
Do the work.
Call, send the message, review the file, or update the step from the client workspace.
- 04
Set what comes next.
Complete or reschedule the task, add a short note, and confirm a named owner and date.
Use Seam with another CRM without accepting every change automatically.
Review likely matches and changed fields before a connected record becomes active client work.
Review first
Resolve likely duplicates and conflicting details before accepting a change.
Limit access
Roles and feature choices follow the person’s current job.
Keep history
Important changes remain visible after ownership or access changes.
Journey or Journey Agent + CRM
The console is the half your client never sees.
What the console adds
Pipeline, contacts and lead management, tasks and an activity timeline, deal stages, Journey Templates, Action Plans and reports — on top of everything Journey already gives the client.
When Journey alone is enough
There are two ways to keep the CRM you already have. Buy Journey by itself and your CRM stays the system of record, or take the console and connect the other CRM with the review step above. If you are certain you are not leaving your current pipeline, the first is cheaper and we would rather say so.
Changing your mind
The entitlement is set once when the workspace is bought and changed through billing afterwards, so moving up later is not a migration.
On a phone
Journey - Agent, for the console.
Opens on Today
A native iOS and Android app that lands on Today, Journeys and the inbox — the work an agent actually opens a phone to do. Signals, available with the Complete Platform, joins them there.
Partners have an option
A one-off referral or request still needs no app and no account — the secure link works exactly as before. A partner who works with your agents regularly can install Journey - Partner instead, for push notifications on new referrals and a standing view of their open work.
Available now
Journey - Agent is on the App Store and Google Play. Install it to run Today, Journeys and the inbox from a phone, and Signals with the Complete Platform.
Availability
Available in all 50 states and the District of Columbia. Journey Agent + CRM is not built around any one state's forms or MLS, so the console works the same everywhere self-serve checkout is open. Signals, available with the Complete Platform, is Virginia-only today. See what that split means outside Virginia.
Give the whole team one next-action system.
Walk through the daily workspace with your team and decide where to begin. See plans and pricing.