The parcel data platform includes a built-in CRM. Skip-trace an owner, save them as a contact, create an opportunity tied to the parcel, log every call and meeting, and move the deal through seven stages to close. No separate CRM login.
You found GREENFIELD PROPERTIES LLC on the Tired Landlords list. You skip-traced the owner. Now you need to track the relationship from first call to contract.
Contact sources: skip_trace, manual, web_form, mls_lead, referral. When created from skip-trace, the name, phone, email, and mailing address are pre-filled from the trace result.
Opportunity sources: smart_list, alert, manual, drive_for_dollars. Each opportunity is linked to a contact and a parcel so you can see the full deal context from either record.
Fifteen activity types: call_outbound, call_inbound, text_outbound, text_inbound, email_sent, email_received, mailer_sent, drive_by, note, plus system events (parcel_view, list_add, list_remove, opportunity_stage_change). Call outcomes: answered, voicemail, no_answer. Duration tracked in seconds.
The pipeline board groups all active opportunities by stage. Each column shows a count and sorts by most recently updated. Closed-lost deals are excluded from the board but accessible via filters.