Platform Overview

One platform.
Built for every step.

From the first client conversation to the final signature — every tool your team needs, designed to work together. Six integrated systems. One login.

System 01

Client CRM
Built for relationships

Every client, every conversation, every task — organized in one intelligent workspace. Deep profiles, automated follow-ups, and campaign tools that keep your pipeline moving without the manual work.

System 02

Transaction Coordinator
Every deal, every detail

Track every deal from contract to close. Manage document packages, coordinate your team, monitor key dates, and keep every checklist current — all within one connected transaction workspace.

SIGNED
VIEWED
SENT
System 03

E-Signature Portal
Sign anything, anywhere

Prep signing fields on any PDF, send a secure link, and your client signs in seconds — from any device. No third-party app. No printing. No delays. Real-time status for every recipient.

📄
System 04

Document Management
Every form, organized

A centralized document library with reusable packages and native AcroForm fill. Connect Google Docs, build packages once, and deploy to any transaction instantly — with no manual setup per deal.

System 05

IDX Listing Pages
Built for lead capture

Give every agent a branded, MLS-connected property search experience. Buyers browse, save favorites, and get matched — and every lead flows straight into your CRM automatically.

System 06

Listing Map
See the market clearly

An interactive property map that gives buyers and agents a live spatial view of the market. Browse by area, price, and status — updated in real time so the market is always accurate.

AUTO
AUTO
WAIT
System 07

Smart Automation
Workflows that run themselves

Build automation sequences that trigger on events — a new client, a signed document, a key date. Campaign scheduling, broadcast messaging, and recurring tasks run without anyone touching them manually.

Ready to start

Run on the full
CoordyCRM stack

Every system. One login. Built for the way real estate teams actually work.

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