Every inquiry from Crexi, LoopNet and CoStar. Every deal, traced to the signed document that created it. Warm Vanilla Inbox builds it from your Outlook, and you never type a thing.
That's one year, from the Outlook of two of a firm's owners. Not the whole firm, and not the whole history. Every figure traced back to a document in their own mailbox.
Every email, every signed document, every inquiry that slipped through the cracks. Five stages that build your CRM in the background while you work.
Someone calls while you're driving. They want 2,000 feet of retail downtown, they need it by spring, they're coming off a lease. That conversation is the start of a deal.
Right now it survives as a name typed into your phone with a date in the notes field. Three days later it's gone. Your inbox never saw it, so no system that reads your inbox can save it.
Press record. Say what happened. Tap once to stop. You never left the car.
If it can't verify a price, a date or a party from the document in front of it, it leaves the field empty. A blank is a prompt to go look. A confident wrong number is a liability you sign your name to.
The same rule applies to this website. Here's what's built and what isn't →One system doing four jobs at once. Explore each below.
Connect Outlook once. Every email and attachment is read, filed and kept, including the mail you later delete. No manual entry, and nothing sent or drafted on your behalf.
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When someone asks about a listing through Crexi, LoopNet, CoStar or Zillow, that email becomes a prospect: who they are, which property, when, and what they did. Their history follows them across every building they’ve shown interest in.
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Deals, clients, properties and prospects. The active pipeline, the people behind it, and the buildings they’ve touched. Click any deal to see the signed document it came from.
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Your mailbox stays yours and nobody else reads your correspondence. What the firm shares is the deal and property record built from it. Deleted mail is retained, so if a complaint means producing the full history on a transaction, it’s there.
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Reading about it is one thing. Watching a year of your own deals, clients and prospects assemble themselves out of mail you'd stopped thinking about is another. We run it against your real Outlook and show you what comes back.
We'll read a year of your Outlook before the call. Then we'll look at who inquired and never heard back.
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