Comprehensive user guide for real estate professionals using Agent Teammate CRM
Welcome to Agent Teammate CRM, your comprehensive real estate customer relationship management solution. This help center will guide you through all features and functionalities to maximize your productivity.
New to Agent Teammate CRM? Start with the CRM Settings guide to set up your environment and then explore individual module guides below.
Manage your clients, leads, and contacts. Learn to add, edit, search, and organize contact information effectively.
View GuideDetailed view and management of individual contacts, including timeline, documents, and communication history.
View GuideTrack and manage your real estate transactions, deal pipeline, and commission tracking.
View GuideIn-depth deal management including client information, commission details, key dates, and documentation.
View GuideSchedule and manage appointments, tasks, and important dates with integrated calendar functionality.
View GuideTrack business expenses, categorize spending, and generate expense reports.
View GuideConfigure system preferences, user settings, and customize your CRM experience.
View GuideManage payment methods, billing information, and subscription details.
View GuideBegin by setting up your workspace, then add your contacts and start creating deals. The system will guide you through each step.
Yes, Agent Teammate CRM supports importing contacts from various formats including CSV files. Check the Contact Management guide for detailed instructions.
The Deal Details module provides comprehensive commission tracking with automatic calculations based on your configured rates and terms.