General Settings
- Agency details & logo: Update business name, contact details, and upload your logo
- Email settings: Configure email sender addresses and templates
- Agent Portal: Enable/disable your agent-facing portal
Integration
- API Keys: Generate keys for third-party integrations
- Connectors: Connect HubSpot, Pipedrive, realestate.com.au, Crown Land Living, the Kenekt MCP server and your own website
- Webhooks: Set up automated data pushes to external systems
Sales & Deals
- Deal Stages & Notifications: Customise the stages deals progress through and configure automatic notifications
Defaults
- Package defaults: Set default values for new packages (pricing, status, etc.)
- Package holds: Configure hold duration and expiry rules