Features
Create marketing, capture opportunities, nurture relationships, manage your day, and move clients into transactions without rebuilding the story in another tool.
Marketing & Lead Generation
Create professional property and open-house flyers, Just Listed and Just Sold graphics, social content, newsletters, buyer and seller guides, and campaign content. Reuse your branding, listings, property information, photos, contact details, and other business context.
Publish branded pages on a hosted URL, connect your branding, add lead forms and calls to action, and measure performance.
Turn form submissions into organized leads with source and campaign context attached. Review opportunities, prevent duplicates, assign ownership, and move new interest directly into follow-up.
Lead Nurture & Communication
Create, target, schedule, test, and send campaigns from NextAccord.
Build branded newsletters using the same Marketing Materials capability, then send them through your campaign workflow.
Build useful audiences from your database and return to them whenever you need to communicate or follow up.
Connect Gmail or Outlook and handle individual communication alongside the rest of the relationship.
Save communication you use repeatedly and adapt it quickly for the client in front of you.
Keep communication preferences connected to the customer record and campaign workflow.
Daily Priorities & Follow-Up
Bring new opportunities, leads needing attention, follow-ups, overdue tasks, appointments, active transactions, and other daily priorities into one view.
Turn your database into working groups of relationships that need attention. Use system queues for common real estate situations and create your own queues for the way you work.
Keep calls, emails, follow-ups, deadlines, and next actions tied to the people and transactions they belong to.
Apply repeatable sets of work to transactions and other structured processes instead of rebuilding the same checklist.
Client Relationships
Keep contact information, lead source, activity history, communication, tasks, appointments, property interests, custom information, and transactions connected.
See the history of the relationship before the next conversation.
Track the information that matters to your business and organize contacts around the way you work.
Connect properties and listings to the people, transactions, and marketing built around them.
Transactions & Commissions
Manage buyer and seller work through configurable stages with participants, next steps, milestones, activity, and property context.
Apply your process consistently as a transaction moves forward.
Keep projected, expected, and received commission connected to the transactions producing it.
Calendar & Scheduling
Connect Google or Outlook to send appointment invites and save appointments to your calendar.
Manage appointments and attendees alongside contacts and transactions.
Bring scheduled appointments into the same workflow where the relationship is managed.
Work across day, week, month, and agenda views.
AI Assistance
Get up to speed on recent activity, open follow-up, and transaction context before reaching out.
Use existing CRM context to identify useful ways to move a relationship forward.
Draft follow-up communication and marketing materials faster.
Turn meeting and call notes into suggested tasks, reminders, contact updates, transaction updates, and communication drafts — then review what gets saved.
Reporting & Analytics
See leads, pipeline, activity, transactions, campaigns, and usage in one place — grounded in your real data, not estimates.
See lead volume, source mix, and current pipeline by stage — for the whole team or just your own work.
Track completed work, what's overdue, and transaction and milestone status at a glance.
See campaign send activity, delivery outcomes, and quota status without digging through logs.
Owners and Admins can monitor AI and campaign usage, and export any analytics view to CSV.
Team Operations
Support Owner, Admin, Agent, and Assistant responsibilities with appropriate access.
Put leads and work in the right hands and see how work is distributed across the team.
Manage the account, settings, and team operation centrally.
Transfer relationships and responsibilities cleanly when team membership changes.
Bring teammates into the account and get them working in the same system.
Data, Setup & Portability
Import your existing contact database with mapping, duplicate handling, and review.
Export the business records available to your role when you need them.
Every paid plan includes a one-on-one getting-started session to help establish your NextAccord workflow.
Agent, Agent Pro, and Team available to try. 14 days. No credit card required.
