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How many deals are sitting in your past-client list?

Drop in your CRM export. In seconds you’ll see who’s likely to sell, whose home anniversary is coming up, and how much commission is sitting in your sphere.

Your file never leaves this browser. We read it on your computer and upload nothing — not names, not addresses, not closing dates.

A past-client list or CRM export with closing dates, from Follow Up Boss, kvCORE, BoldTrail, Lofty, Sierra or any spreadsheet.

  1. Step 1

    Export your past clients

    From your CRM or spreadsheet, export past clients with their closing dates as CSV.

  2. Step 2

    Drop it in

    We read it right here in your browser. Nothing is uploaded.

  3. Step 3

    See who’s ready

    Likely sellers, anniversaries in the next 90 days, and who you haven’t talked to in a year.