Features / Offers
From interest to offer, without leaving the record
An offer is an email a collector actually receives — sent from your address, tracked from the moment it opens, and tied to the work and the deal it belongs to.
Sent from your mailbox
Offers go out through your connected Gmail as you, not a platform noreply — replies land in your inbox and thread normally.
Templates
Offer templates keep the presentation consistent; the works, prices, and terms fill in per offer.
Engagement tracking
See when an offer is opened and what's viewed, so the follow-up call is timed by signal, not guesswork.
Tied to the pipeline
Offers attach to the deal and the contact; the pipeline shows what's out, what's warm, and what needs a nudge.
Straight to invoice
An accepted offer becomes an invoice with hosted payment — same record, no re-keying.
Offers sit between the CRM and the money: pipeline in front of them, invoicing and payables behind them.
Goes with
CRM & Pipelines · Invoicing & Payments · Viewing Rooms · Pricing