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Welcome back
Here's your day at a glance.
Active Clients
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Total Clients
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Viewings Booked
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Needs Follow-Up
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In Pipeline
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Closed Deals
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Add Client
New buyer or seller
Schedule Viewing
Book a showing
Submit Offer
Track an offer
Ask Claude AI
Smart assistant
Create a post
Just Sold / Accepted
Recent Activity
See all โ
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Active Pipeline
View all โ
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All Clients
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Viewings
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Offers & Pipeline
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๐ Deal Pipeline
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๐ท๏ธ Listings โ Seller Pipeline
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๐ฆ Archived Deals
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Approvals
Viewing & offer requests awaiting your action
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๐๏ธ New Build Tracker
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๐ฐ Record New Commission
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๐ Generate Client Report v3
๐ Build & Send Report
๐ Sections to Include
๐ Activity Log
All system & manual actions
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โ๏ธ Send Email to Client
๐ Click to attach files (or drag & drop)
๐ Send External Email
Send to anyone outside your client list (listing agents, lawyers, mortgage brokers, etc.). Previously used contacts will appear as suggestions when you start typing.
๐ Click to attach files (or drag & drop)
Analytics
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PIPELINE BREAKDOWN
CLIENTS BY CITY
VIEWINGS OVER TIME
VIEWINGS PER CLIENT
STAGE DISTRIBUTION
BUDGET DISTRIBUTION
CLIENT STAGE DISTRIBUTION
๐ฅ TOP LEADS BY SCORE
โฐ NEEDS FOLLOW-UP
VIEWINGS PER CLIENT โ DATA
๐ค Client Tracker
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โ๏ธ Checklist
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Upcoming Events
Broadcast Email
Send one email to multiple clients at once. All messages queue through Approvals before sending.
COMPOSE MESSAGE
๐ก Tip: Each email queues individually in Approvals โ you can review before they send.
๐ฃ Marketing
Your accepted & sold deals, ready to turn into a post. You always review & edit before sharing.
๐ Client Reviews
Reviews collected from clients after closing
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๐ Money Briefing
Daily Canadian money brief โ auto-generated each morning
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๐ฌ Inbox
Conversations are grouped by thread. Tap to read & reply.
No conversations yet
Send an email to a client, then click "Sync Gmail" to see replies.
Agent Portal
Give another agent their own DealFlow CRM. Each agent gets a completely isolated account with their own clients, deals, and data.
๐ Fully isolated โ each agent's data is private
๐ง Invite by email โ agent sets their own password
โ ๏ธ Double-check email โ invites can't be recalled
New Agent Details
๐ฅ Deployed Agents
No agents deployed yet
๐งน Cleanup Tools
๐ฅ Find Duplicate Clients
Finds clients with the same name or email. Select which ones to remove.
Click "Scan Duplicates" to start.
๐งช Test Data Cleanup
Finds clients with "test", "demo", or "sample" in their name.
Click "Find Test Data" to scan.
๐ Orphaned Records
Finds viewings, pipeline entries, and commissions that don't match any active client.
Click "Scan Orphans" to start.
๐ด Stale / Inactive Clients
Clients with no updates in 90+ days who are not marked as Closed or Lost.
Click "Find Stale Clients" to scan.
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Select & Delete Client Labels
Finds clients who still have old standalone email labels (not under CRM/). Select which ones to remove.
Click "Find Old Labels" to start.
Email Cleanup
Bulk cleanup actions for your logged email inbox.
โ๏ธ System
๐ฅ System Health
Live Status
Database
Auth
Email Service
Approval Queue
Click Run Check to scan all systems.
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Active Clients
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Open Deals
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Pending Emails
๐งช Test Runner
Automated Tests
โฌ Auth โ user session valid
โฌ Database โ can read clients table
โฌ Database โ write & rollback test
โฌ Pipeline โ all deals have client IDs
โฌ Email service โ edge function reachable
โฌ Negative โ invalid email rejected
โฌ Negative โ empty client name rejected
โฌ Storage โ localStorage accessible
Data & Analytics
Client Management
Email Management
System
๐ Database Stats
๐ฉบ System Diagnostics
Click Run to scan.
๐ค Account Info
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๐ฌ Client Responses
Decisions from clients after viewings
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๐ Form Responses
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๐ค AI Assistant
Live CRM data ยท Conversation memory
โ๏ธ Settings
Manage your profile, preferences, and account.
Agent Profile
This information appears on reports and emails sent to clients.
MM
๐ท
Maxwell Delali Midodzi
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eXp Realty
Click the photo to change it
๐ Mileage Logbook
Settings used by your CRA vehicle log. Edit any trip's km if your route differed.
Used as the starting point for trips that don't specify one. Defensible CRA origin.
2026 CRA rate: $0.730 (first 5,000 km), $0.670 after.
Uses your home base above as the origin. You can still edit the km on each trip if your actual route differed.
๐ฆ Mortgage Broker Referral
When a buyer's intake says they need pre-approval guidance, the CRM queues a warm intro email to this broker (CC'ing the client) for your approval. Leave blank to turn the referral off.
๐ Delete Password
Require a password before anything can be deleted (submissions, clients, deals, offers). Stops anyone using your logged-in DealFlow from deleting without this PIN.