Nobody walks in cold.
Every teammate opens the deal and sees the actual call lines that moved it — less briefing, less re-asking the client what they want.
Rolling out to pilot teams
Nobody on the team starts cold.
Coverage shouldn’t mean starting over. On a team, the deal carries its own history — current to the last call, and ready for whoever opens it next. Less briefing, no dropped promises.
01The hand-off
The next teammate already has the story.
Someone’s out — sick, on vacation, showing across town — and their client calls. Whoever picks up opens the deal and sees the actual lines from the calls that moved it.
No re-reading scattered notes. No re-asking the client what they already said. No promise nobody wrote down.
Carlson — Coral Gables
$1.45M · Under contract
The story, from the calls
- Apr 18Pre-approved up to $1.6Mfrom Discovery call
- Apr 21Set on Coral Gables Elementaryfrom Follow-up call
- Apr 23Saturday 1 PM tour confirmedfrom Inbound call
Open · Roof age — waiting on the listing agent
Lauren opens it cold. She isn’t. Current to the last call.
02Why teams switch
The deal carries its own memory.
Not in one agent’s head, not in a notebook in the car. On the record — where the whole team can pick it up.
One workspace, one record.
Contacts, deals, and properties live in one place. Every change lands on the same record with the call line attached.
Coverage without chase emails.
Out sick, on vacation, showings on the other side of town? Whoever picks up the call inherits the file — current to the last conversation.
Lead source travels with the contact.
Where the lead came from is captured on the contact record and carries through every hand-off.
03Review together, stay in lanes
The lead sees everything. Everyone stays in their lane.
Drafts from every call — contact updates, deal advances, tasks, follow-ups, calendar holds — land in one review desk. Each one is tied to the exact call line that triggered it, so approving is a glance, not an investigation.
Every write is logged — who changed what, when, and the call line behind it. All reversible. Recording stays controlled per call or contact, with consent prompts where two-party notice is required.
Who sees what
AgentSees and approves their own drafts.
Team leadSees and approves across the whole team.
AdminSets roles, routing, and who can approve.
Every draft is tied to its call line.
04Built for the whole team
Run the whole team on one stack.
Calling, calendars, routing, and the team’s whole book — moved over without losing history, and kept current from the calls.
Leads to the right desk
Rules assign incoming leads by source, location, or availability — and you can test a rule against real contacts before it goes live.
Lead source, captured
Where a lead came from is recorded on the contact and carries through every hand-off.
Shared calling
Managed team numbers, in-browser, with 600 minutes per seat. Recording controlled per call or contact.
Calendars in sync
Two-way with Google and Microsoft, so scheduling across the team stays current on its own.
Move the team over
Import books from Follow Up Boss, kvCore, Google, or Microsoft — without losing history.
Shared marketing studio
Campaigns, newsletters, and listing presentations, branded to the team's kit and sent on approval.
Works with what the team already uses.
TwilioGoogle CalendarGmailOutlookDocuSignFUBFollow Up BosskvCORE
Get the whole team on one record.
Point your team’s calls at mypal.Every hand-off stays current, and every draft waits for the right person’s tap.