One CRM. Every part of the transaction.

Leads

Capture leads from your website, a portal, or a referral with built-in web lead capture forms, then route and qualify them before they go cold.

• Web lead capture forms
• Lead detail & activity history
• Custom fields for the data that matters to you

Clients & Deals

Track every deal from first showing to closing, with stages built around how real estate transactions actually move — not a generic sales pipeline.

• Deal pipeline by stage
• Representation options (buyer, seller, tenant, landlord)
• Full deal detail & document trail

Commissions

Know what’s earned, what’s owed, and to whom — tied directly to the deal, not tracked separately in a spreadsheet.

• Commission tracking per deal
• Team commission visibility
• Billing & account management built in

Tasks & Follow-up

Stay on top of every lead and client with tasks and reminders tied to real deals and contacts, not a disconnected to-do list.

• Task lists tied to leads & deals
• Follow-up reminders
• Automations to trigger tasks on stage changes

Team

Give your team shared visibility into pipeline and performance, with admin and team-member roles so everyone sees what they need to.

• Team pipeline visibility
• Admin & team-member roles
• Performance reporting

Automations

Set rules that fire automatically when a lead or deal is created or changes status — assign a teammate, create a follow-up task, or add a note, with no manual step.

• Runs automatically on lead/deal create or status change
• Assign teammate, create task, or add note
• Import/export to move data in or out freely

Email & Calendar

Send email and sync your calendar from inside Inline360, so follow-up doesn’t mean switching tools.

• Send email to leads and clients
• Google Calendar sync
• Tasks tied to real calendar events

Inline Assistant

An early-preview AI assistant you can ask about your contacts and leads. It answers questions and can propose a follow-up task for you to confirm.

• Chat about a specific lead or contact
• Propose (and confirm) follow-up tasks
• Early preview — deals, commissions, and documents come in a later phase

Reporting

See pipeline health, conversion, and commission performance at a glance — for yourself or your whole team.

• Pipeline & conversion reports
• Team performance reports
• Exportable data