Contact Queues
The five system queues — New Leads, Hot Leads Needing Attention, Unassigned Leads, Overdue Follow-Up, and No Next Follow-Up — work across your shared contact database. Each person can also build personal queues for the way they work.
NextAccord for teams
One operating system for a growing real estate team.
Assign the work, see what needs attention, protect client context, and keep the handoff clean as more people join the business.
- System Contact Queues, Today priorities, and shared Saved Views
- Roles, assignments, and clean handoffs
- Team workload, pipeline, commission, and usage visibility
Shared priorities
Give everyone a clear place to start.
NextAccord turns the shared contact database into working lists for the team, so new leads and overdue follow-up do not disappear between people or tools.
Today priorities
Bring urgent, high-priority, and upcoming work into one ranked list, with the reason each item needs attention.
Shared Saved Views
Owners and Admins can share Saved Views so the team works from the same lists.
Assignment and Lead Review
Assign contacts, tasks, transactions, and appointments to team members. Review each new lead and assign it before it enters your database.
Roles & control
Give people the access their work requires.
Owners and Admins run the workspace, including settings, marketing, and team management. Agents and Assistants focus on the client work that fits their role.
Team roles
Owner, Admin, Agent, and Assistant roles keep account settings and marketing with the people who run the business and day-to-day work with the people who do it.
Shared administration
Manage invitations, member status, templates, lead capture, campaign setup, and business configuration in one place.
Ownership controls
Keep account ownership explicit and transfer it through a protected, auditable workflow.
Clean handoffs
When a teammate leaves, review their active work, then reassign or unassign their contacts, transactions, tasks, and appointments.
Visibility
See workload and results without rebuilding the report.
Team reporting connects assignment counts with lead intake, activity, pipeline, commissions, campaign usage, and AI usage.
Workload by assignee
Compare active contacts, open transactions, and open tasks across team members and unassigned work.
Lead and activity reporting
Review lead intake, accepted and review-needed leads, team activity, and completed tasks.
Pipeline and commissions
See open, pending, won, and lost transactions alongside projected, expected, and received commission.
Usage and capacity
See campaign, AI, seat, and storage usage in the same reporting system.
Repeatable operations
Make a good process easier to repeat.
Keep team execution consistent with reusable checklists and rules that put your process on repeat.
Transaction task plans
Apply reusable checklists to buyer and seller transactions so important work is not recreated from memory.
Transaction automation
Set up rules that create tasks or apply task plans when a transaction enters a stage, with a preview before you turn a rule on.
Templates and Drip Campaigns
Reuse email and visual email templates across the workspace, and enroll leads in Drip Campaigns so follow-up stays consistent from person to person.
Guided setup
The Team plan includes a guided setup session for an owner or admin, and team members get self-service guidance in the app.
Keep the team moving from one connected system.
Bring leads, clients, follow-up, transactions, communication, marketing, and reporting into the same working rhythm.
Start your free trialRunning a brokerage? Talk to us about the Brokerage plan