Your CRM stays the source of truth.
teamHQ works with Follow Up Boss, not beside it. Each team connects its own account, and every deal feeds the contact record your agents already live in.
Stages and fields move with the deal, so your Follow Up Boss automations run on real progress.
Find the client from the deal
Search Follow Up Boss people and their relationships by name, email or phone without leaving teamHQ.
Add a client once
A new client entered in teamHQ is created in Follow Up Boss with the right stage and agent.
Pending deals fill in the contact
Escrow, title and lender, key dates, price and contingency deadlines land on the client's Follow Up Boss record.
Deal notes on the timeline
Notes written in teamHQ post to the client's Follow Up Boss history, so everyone sees the same story.
One click back to the deal
Every linked contact carries a link to its teamHQ transaction.
Built around the deal, not the spreadsheet.
One screen. The whole deal.
Status, price, commission and what still needs you sit above a live timeline from offer to close. Every section is one click away, and nothing is ever re-typed: a date entered once is the date everywhere.
Letters that write themselves.
The moment a deal opens escrow, teamHQ drafts your client, escrow and agent letters in your brand, signed by the agent, addressed to the right people. You read, adjust, and send. Nothing goes out on its own.
Ask your deals anything.
Poppy, the team's AI assistant, answers by text from your own phone: deadlines, contacts, what's next on a deal. Ask for a task and it's on your list.
Every document, one search away.
Search every deal folder at once, by file name or by the words inside the PDFs. Agents only ever see their own deals; team leaders see it all.
Seen enough? Start running your deals today.
30-day free trial for solo agents. Teams, we'll walk you through it.
The busywork, handled.
One date, everywhere
Contingencies and close of escrow calculated once, by the contract's own rules, and read by every screen, letter and reminder.
Both sides in step
Represent buyer and seller? Escrow, title, lender and dates stay matched across the pair, whoever edits them.
The right people, automatically
Your TC with their phone and email, your partner copied, your assistant on every deal. Set once in Settings.
Commissions without math
Splits, caps, fees and CDAs worked out per deal, ready for the broker.
Each agent sees their own
Agents see their deals; leaders see the team. Search never reaches past what you could open.
Nothing slips
Deadline reminders, a daily briefing, and a missing-info nudge before anything is late.
Plugged into your stack
Follow Up Boss, Google Drive and Calendar, Slack and DocuSign, wired into the deal rather than beside it.
Know who's producing. Know who's on pace.
The numbers come straight from your deals, so nobody keeps a scoreboard by hand.
Leaderboards
Team leaders see every agent ranked by closed volume and by deal count, year to date, updated as deals close.
Annual goals
Each agent sets a volume, GCI, listing and buyer goal for the year in their business plan.
Progress without data entry
Closed and pending deals count toward the goal automatically: closed, pending, gap to goal and days left.
Quarterly check-ins
Agents revisit their goals each quarter, and leaders see who has checked in.
Start solo. Grow into a team.
One product at every size. A solo agent can sign up and be running today; a team gets a guided demo and setup.
Solo
For the individual agent
- Transactions & commissions
- Client & document management
- A second seat for your assistant, no charge
Set up in minutes. No call required.
Sign up nowTeam
For teams
- Everything in Solo
- Team leader dashboards & pods
- Splits, caps & CDAs across the team
- Agent onboarding
Connect for a demo of full team features.