Smart List Zero

See which agents are actually working their leads

Command your lead distribution strategy

See exactly who's claiming First To Claim and Pond leads, releasing leads to Ponds, and having leads reassigned - in real-time.

• See who consistently claims First To Claim leads first, and which agents excel at converting Pond opportunities
• Spot patterns in Pond releases to understand when and why leads return to the pond
• Monitor lead reassignments to identify coaching opportunities and optimize team performance

Turn Smart Lists into performance metrics

Your team's Smart List numbers tell the true story of who's putting in the work.

• See which agents are steadily reducing their Smart List numbers through consistent outreach
• Spot the difference between lead collectors and lead converters at a glance
• Monitor list trends to predict which agents will hit their goals and which need intervention

Visualize stage pipeline success

See how consistent lead work translates into a healthier, fuller sales funnel.

• Watch agents who master their Smart Lists build robust pipelines with more bottom-funnel opportunities
• Track each stage of your sales process to identify where leads are converting or getting stuck
• Get real-time alerts when pipelines need attention before opportunities start slipping away

Supercharge agents with AI-powered insights

Instantly see who is excelling and who needs coaching with AI-driven team analysis.

• Watch AI identify and track your top performers, revealing what makes them successful
• Get clear visibility into performance gaps and coaching opportunities across your team