Platform walkthroughs

See CoordyCRM
in action

Real walkthroughs, no slides. Watch how agents and teams use CoordyCRM every day — from the first client conversation to a signed contract.

Choose the demo that fits your situation ↓

Solo Agent
~ 8 min
The Solo Agent
Running every deal yourself? See how one agent manages a full pipeline — clients, transactions, documents, and signatures — without anything slipping.
  • Setting up a client profile and first task sequence
  • Creating a transaction and attaching document packages
  • Prepping signing fields and sending a secure signing link
  • Tracking deal progress through to close
Watch Solo Demo
Full Team
~ 14 min
The Full Team
Broker, coordinator, and multiple agents working one deal together. See how roles, visibility, and compliance review all fit inside one workspace.
  • Broker admin setup — teams, roles, permissions
  • Coordinator creates and manages a live transaction
  • Agent adds client notes and uploads docs in the field
  • Broker performs compliance review and approves to close
Watch Team Demo
What you'll see

Every workflow, start to finish

Client CRM
Full client profile setup — notes, tasks, timeline, follow-up sequences. Everything in one place from day one.
Transaction Coordinator
Create a transaction with the guided wizard. Attach packages, assign team, set key dates — and track every obligation to close.
E-Signature Portal
Prep fields on any PDF, send a secure signing link, and watch signatures come in — no third-party app, no printing.
Document Library
Reusable form packages ready to deploy. One click adds the right set of documents to any new transaction.
Smart Automation
Campaign scheduling, recurring tasks, and event-triggered follow-ups keep your pipeline moving — even when you're not.
IDX Listing Pages
Branded MLS-connected property pages that capture buyer leads and feed them straight into your CRM pipeline.

Ready to try it yourself?

Start your free trial and have your first transaction set up in under 10 minutes.

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