Manage 1, 2 or 3 of your own businesses through one account. Each selected business gets a private workspace with the same full CRM and e-sign software features, while its records and authorized team access stay separate.
The goal is a practical daily workspace where the next authorized action is easy to find and connected to the underlying customer or record.
Each business workspace keeps its customer records, documents and settings separate.
Grant your team access to the business workspaces they are authorized to use. Your account is limited to its own businesses.
An assigned business administrator receives business-wide operational visibility for that business while restricted staff remain assignment-scoped.
Every business-count plan includes the same software features. Choose the number of businesses you need, and connect each business’s own service providers.
Open your business workspaces from your account and manage the work in each business with its authorized team.
Keep each business’s contact information, branding and workflow distinct in its own workspace.
Each business workspace supports roles and assigned-record access. Your business administrator manages your own business, and your team works with the records and tools assigned to them.
Mortgage Loan Officers · Real Estate Agents · Service Businesses · Multi-Business · E-Sign · Invoices & Estimates · Customer Portals
