Features

More than a CRM. A connected system for running your real estate business.

Know who needs attention today, create marketing, capture leads, nurture relationships, and move clients into transactions without rebuilding the story in another tool.

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One connected workflow

Find the work, understand the relationship, and move it forward.

Find the work

Prioritize relationships, tasks, and transactions that need attention.

Understand the relationship

Keep communication, activity, property, and transaction context together.

Move it forward

Follow up, use AI-assisted actions, nurture leads, and advance transactions.

Keep everything connected

Connect marketing, social publishing, reporting, team workflows, and integrations.

Daily Priorities & Follow-Up

Prioritize your contacts.

Contact Queues

Work ready-made queues for New Leads, Hot Leads Needing Attention, Unassigned Leads, Overdue Follow-Up, No Next Follow-Up, and Recent property interest. Build custom queues around lead source, temperature, tags, last touch, saved properties, and saved searches.

Today

See who needs attention and why in Do First Today. Bring urgent follow-up, upcoming commitments, and recent property interest into one clear list, then log a touch, snooze an item, or schedule the next step.

Tasks & Reminders

Keep calls, emails, follow-ups, deadlines, and next actions tied to the people and transactions they belong to.

Client Relationships

Keep the relationship, history, and next step together.

Complete Contact Records

Keep contact information, lead source, activity history, communication, tasks, appointments, property interests, custom information, and transactions connected.

IDX Integration

Bring saved properties, saved searches, and property browsing into the client relationship so you can follow up with a clearer picture of what caught their attention.

Activity Timeline

See the history of the relationship before the next conversation.

Bulk Actions & Tags

Select many contacts to assign them, tag them, create follow-up tasks, or update their status in one step.

Properties & Listings

Add properties and listings and connect them to the people, transactions, and marketing built around them.

Marketing & Lead Generation

Turn your business information into marketing — and your marketing into leads.

Marketing Materials

Create property flyer PDFs, Just Listed and Just Sold graphics, square and portrait social graphics, and visual email newsletters. Reuse your branding, listings, property information, photos, and agent identity.

Social Publishing

Create branded social graphics and captions in Marketing Materials, then publish to Facebook Pages and Instagram Professional accounts. Keep creation and publishing in one connected workflow.

Buyer and Seller Guides

Create downloadable Buyer and Seller Guides branded with your agent identity, and share them with clients by email.

Landing Pages

Publish branded pages with lead forms and calls to action, on a NextAccord address or your own custom domain. Send leads who opt in into a Drip Campaign and see form submissions and leads captured by page.

Single property
Property showcase
Open-house registration
Home-value request
Find homes matching your needs
Testimonials
Custom campaigns

Lead Capture

Bring leads from Landing Pages, website forms, Zillow, Realtor.com, and Facebook lead notification emails into one organized flow, with their source attached.

Lead Review

Review each new lead, match it to an existing contact, and assign it before it enters your database.

Lead Nurture & Communication

Stay useful and visible until the timing is right.

Drip Campaigns

Stay useful until the timing is right with multi-step email nurture built from your saved and branded templates. Enroll contacts and automatically welcome leads who opt in on your Landing Pages.

Branded Emails & Newsletters

Design branded visual emails and newsletters in Marketing Materials and use them as steps in your Drip Campaigns.

Saved Views & Audiences

Build audiences from your database and return to them whenever you need to communicate or follow up. Owners and Admins can share Saved Views with the team.

Gmail & Outlook

Connect Gmail or Outlook to send follow-up and Buyer and Seller Guides from your own address, see client email on the contact timeline, and get alerted when an important client replies.

Templates

Save communication you use repeatedly and adapt it quickly for the client in front of you.

Unsubscribe & Preferences

Every Drip Campaign email includes an unsubscribe link, and opted-out contacts are skipped automatically.

Transactions & Commissions

Move buyer and seller business forward.

Transactions

Manage buyer and seller work through configurable stages with participants, next steps, milestones, activity, and property context.

Pipeline Board

See buyer and seller transactions by stage and move them forward.

Task Plans

Apply repeatable sets of work to a transaction so your process stays consistent instead of rebuilding the same checklist.

Commission Tracking

Keep projected, expected, and received commission connected to the transactions producing it.

Transaction Automation

Keep repeatable transaction work moving with rules that create tasks or apply task plans as a transaction enters a stage.

Calendar & Scheduling

Keep appointments connected to the work around them.

Google & Outlook Calendar

Send appointments you create in NextAccord to your Google or Outlook calendar, with invitations to attendees.

Appointments

Manage appointments and attendees alongside contacts and transactions.

Calendly

Bring Calendly bookings into NextAccord as appointments, next to the relationship they belong to.

Flexible Calendar Views

Work across day, week, month, and agenda views.

NextAccord AI

AI that sees more of the client story.

Real client signals help you see who needs attention and why. NextAccord AI brings the client context already in your CRM together with property-interest signals from IDX integration, so you can understand what is happening and get a better next move. Choose the suggestions to act on. Your client information is not used to train AI models, and AI providers do not keep it after responding.

Client Summaries

Get up to speed on recent activity, open follow-up, and active transaction context before you reach out.

Next-Action Suggestions

Get a suggested next step and task for a specific contact, based on what is already in the CRM.

Follow-Up Drafts

Draft a relevant follow-up with client history, tasks, transactions, and recent property interest to guide the next conversation.

Notes to Actions

Turn meeting and call notes into suggested tasks, reminders, contact and preference updates, transaction details, and communication drafts. Edit and accept the suggestions you want to use.

Reporting & Analytics

Know what your business is actually doing.

See leads, pipeline, activity, transactions, campaigns, and usage in one place, with a clear view of the work behind the numbers.

Leads & Pipeline

See lead volume, source mix, and current pipeline by stage — for the whole team or just your own work.

Activity, Follow-Up & Transactions

Track completed work, what's overdue, and transaction and milestone status at a glance.

Landing Page Results

See form submissions and leads captured by page.

Campaign Performance

See campaign send activity, delivery outcomes, and quota status without digging through logs.

Usage & Export

Keep an eye on AI and campaign usage, and export any analytics view to CSV.

Team Operations

Give a growing team one place to operate.

Roles & Permissions

Support Owner, Admin, Agent, and Assistant responsibilities with appropriate access.

Assignment & Workload Visibility

Put leads and work in the right hands and see how work is distributed across the team.

Shared Administration

Manage the account, settings, and team operation centrally.

Handoffs & Ownership

Transfer relationships and responsibilities cleanly when team membership changes.

Invitations

Bring teammates into the account and get them working in the same system.

Team Workload & Reporting

Compare assigned contacts, open transactions, open tasks, lead intake, activity, commissions, campaign usage, and AI usage.

Customization, Files & Data

Shape the system around your business — and keep control of your data.

Custom Fields & Lists

Configure the client, transaction, task, and activity details that matter to your process, including lead sources, temperatures, stages, and task types.

Files & Documents

Keep business files together on contacts, transactions, properties, and listings. Upload, find, rename, and download them where you work.

Contact Import

Bring your existing contact database, custom fields, and list values with you by CSV, so the details that matter are ready for your next follow-up.

Data Export

Export lists to CSV or request a private data package of your account records.

Setup Checklist

Follow the in-app Setup checklist to configure your workspace, data, team, and lead capture in a sensible order.

Free onboarding session included.

Agent, Agent Pro, and Team plans include one complimentary session per eligible account to help establish your NextAccord workflow.

Business Administration

Manage workspace details, team access, communication settings, campaign senders, lead capture, and transaction configuration from one settings area.

Go deeper

See how the platform works for your team, with NextAccord AI, and with your connected tools.

See how your business works when the pieces stay connected.

Start your free trial

14-day free trial. No credit card required.