Dashboard

Good morning. Here's what's happening today.

Total Contacts
1,284
↑ 12% this month
Active Leads
47
↑ 8 new this week
Pipeline Value
$2.4M
↑ $340k this month
Closed Won
$892K
↓ 3% vs last month
Revenue — 2025
$892,400
On Track
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Recent Activity
Upcoming Tasks

Leads Management

Capture, track, and nurture potential buyers and sellers.

Hot Leads
12
↑ 3 this week
Warm Leads
28
Steady
Cold Leads
15
↓ 5 archived
NameScoreSourceStatusFollow-upAddedActions

Contacts

Manage your customer relationships.

NameCompanyPhoneStatusValueLast ContactActions

Deal Tracking

End-to-end pipeline — from first lead to closed deal. Leads auto-populate here.

In Pipeline
0
Under Contract
0
Closed / Done
0
Avg Days to Close
—
Lost Deals
0
Transaction Pipeline
Scroll horizontally to see all 11 stages →
Commission Calculator
Gross Commission$0
Your Share$0
Upcoming Deadlines

Market Comps

Comparative Market Analysis for accurate property valuations.

Step 1 — Property Lookup

Listings & Marketing

Create and manage marketing content for your listings.

Ready-to-Use Social Media Templates
AI-Powered Property Description Generator
Generated Description
Enter property details and click generate to create a compelling listing description.

Schedule & Coordination

Manage appointments, showings, and open houses.

April 2026
Upcoming Showings
Open House Registrations

Email & Documents

Centralized communication and document management.

Pending Signatures

Prospecting & Business Development

Build and maintain your professional network.

ClientPropertyClosed DateAnniversaryBirthdayActions
Referral Sources & Tracking
Email Campaigns

Activity Log

All interactions and events across your CRM.

EventContactUserDateType

User Management

Manage accounts and permissions.

Google Sign-In Invitations
Invite users to sign in with Google and authorize Workspace integrations.
UserEmailRoleStatusGoogleLast LoginActions

OM Materials

Generated property pages and Offer Memorandums.

◧
No materials yet
Click Generate OM in the sidebar to create your first Offer Memorandum.

Admin Settings

Configure your account integrations and workspace preferences.

Google Workspace
Connect your Google account to enable Drive, Gmail, and Calendar integrations.
● Not connected — connect your Google account to enable integrations
Connected Services
Google Drive
Access and sync documents, contracts, and files from your Drive
Not Connected
Gmail
Send and receive emails directly within Autora CRM
Not Connected
Google Calendar
Sync appointments, showings, and events with your Google Calendar
Not Connected
💾
Data Backup & Restore
All your CRM data is automatically saved to this browser. Export a backup to move data between devices or restore from a previous backup.
✅ Data is automatically saved to this browser. All changes persist across logouts and refreshes.
Export Backup
Download all your CRM data as a JSON file — contacts, leads, listings, deals, events, and more
Import Backup
Restore data from a previously exported Autora CRM backup file
Clear All Data
Permanently delete all saved data and reset to factory defaults (cannot be undone)
Workspace Preferences
Default Notification Email
admin@autoracrm.io
CRM Timezone
America/Denver (MDT, UTC−6)
Two-Factor Authentication
Add an extra layer of security to your admin account

My Dashboard

Welcome to your personalized client portal.

Active Transactions
2
Documents to Sign
3
Upcoming Showings
1
Transaction Progress
Recent Updates

My Properties

View property matches and market analysis reports.

My Transactions

Track the progress of your active deals.

My Documents

View, download, and sign documents related to your transactions.

My Schedule

View upcoming showings and appointments.

Upcoming Events

Recommended Vendors

Trusted professionals recommended by your agent.