Click the green + Lead button in the top nav. Fill in the property name, location, buy price, and Sell Price. The CRM instantly calculates your ROI and profit.
Work Your Pipeline
Go to the Pipeline tab to see all your leads as kanban cards. Click any card to quick-edit the stage, temperature, and notes without leaving the board.
Track Your Money
Head to Finances to log income and expenses. Every land sale, wholesale fee, direct mail cost, and subscription — all tracked in one place.
Set Follow-Up Dates
Inside any lead, add follow-up and closing dates. They automatically appear on your Calendar — color-coded so you always know who to call and when.
Monitor Your KPIs
Check the KPI Center to see your Lead-to-Contract rate, pipeline value, and revenue. Your dashboard updates in real time as you add data.
Import Existing Leads
Use the ↑ Import button in the nav to upload a CSV or Excel file. The column mapper matches your data to the right fields automatically.
Choose your color
Forest Green is the default. Desert Gold is the alternative — change anytime in Settings.
This screen won't show again once you dismiss it
Dashboard
Revenue▲ 0%
$0
all income sources
Expenses▼ 0%
$0
total business costs
Net Profit▲ 0%
$0
0% margin
Pipeline Value▲ 0%
$0
0 live deals
Verse of the dayKJV
Whosoever heareth these sayings of mine, and doeth them, I will liken him unto a wise man, which built his house upon a rock.
Matthew 7:24
Pipeline by Stage
Click any deal to open it
Live Deal Updates
Latest movement across your pipeline
Lead Sources
Last 90 days
Today's Tasks
0 items
Overdue Follow-Ups
0 leads
SYA-L-0001Draft saved
sets the profit math
not your cash investment
expected
expected
title, taxes, marketing
$0before deal costs
$0after deal costs
Seller
Property
ac
sq ft
Land check
Home & teardown
$
Subdivision
ac
$
$
Qualification
$
Follow-up log no contact yet
Follow-up
0
Dates
Lead
New lead
Add the seller and property details to begin.
Seller asking—
Market value—
Max offer—
Offer—
Purchase—
Resale—
Costs—
Buy $/ac—
Sell $/ac—
Net after 91%—
Net deal profit—
Not saved yet
Main
Lead Management
Hide empty stages
Main
Pipeline
Full profiles · notes · labels · follow-ups
0selected
Business Finances
Revenue, expenses & profit — all in one place
PeriodChecking sync… · 0 transactions
Cash flow · 2026
Monthly income, expenses & net
Where the money went
Expenses by category
Transactions
Date
Description
Category
Type
Rcpt
Amount
0 of 0 records—
Year to date
Category breakdown
Income
Expenses
Deal profit
Your spreads & actual earnings
Deal / summary
Close date
Model
Gross spread
Fees / costs
Actual profit
Property sale proceeds stay under Revenue for reporting. Deal Profit tracks what you actually earned from each assignment or MLS/double-close deal. Expenses are user-marked as potentially deductible and should be reviewed with your tax professional before filing.
Opening Cash
$0
this week
Expected Receipts
$0
13 weeks
Planned Outflows
$0
13 weeks
Ending Cash (Wk 13)
$0
confirmed only
Cash Position — Opening Balance
Cash + payment-processor float at start of this week
13-Week Forecast
Confirmed vs uncertain closings shown separately
Week
Opening
Receipts (confirmed)
Receipts (delayed)
Operating
Property funding
Debt payments
Owner draws
Ending (confirmed)
Ending (with delays)
Recurring Obligations
Weekly / monthly outflows that repeat across the horizon
Deals Tracked
0
acquisitions + assignments
Contract / purchase price
$0
seller/funder-side · not your cash
Property sale proceeds
$0
buyer property price
Actual deal profit
$0
across all closed deals
Deal Ledger
Transaction context — separate from your deductible business expenses
Create 3 Payment Links: Starter $49/mo · Pro $99/mo · Team $149/mo (all recurring, with 14-day free trial)
Set "After payment" → Custom URL → yourdomain.com/billing-success.html
Paste the URLs below + click Save
📥 IMPORT LEADS FROM TRELLO
One-click import — pulls sya_import.json (bundled with deploy) and loads all leads into memory + saves.
⚠️ This REPLACES your local leads. Push to cloud after importing to persist.
⚡ STEP 3 — AUTO-SYNC SETTINGS
🏢 BUSINESS SYSTEM
Your operating framework — 9 layers, all documented, all in one place
🎯 PRIMARY BUSINESS LINES
🌲 RURAL / RECREATIONAL LAND
Hesperia-style. Buy at ~50% of retail, list at 90-100%. Cash buyers + investors. Direct mail + SMS + cold call.
—
🏘 LUXURY / INFILL WHOLESALING
Paradise Valley teardowns. Assign to builders. Different negotiation, different buyer pool. Requires builder relationships.
—
📐 THE 9 LAYERS
📦 DEAL PACKET TEMPLATE (per property)
Every deal gets ONE folder built live (not reconstructed). Complete checklist:
🗓 THE RHYTHM
DAILY
✅ Every call/lead touched → logged same-day
✅ Recordings attached to deal folder
✅ Follow-ups scheduled if promised
✅ Hot leads reviewed end-of-day
WEEKLY
✅ KPIs pulled per pipeline
✅ Marketing-by-location reviewed
✅ Overdue follow-ups cleared
✅ Cash buyer list refreshed
MONTHLY
✅ P&L reviewed by business line
✅ Personal draw confirmed separate
✅ Marketing ROI cohort analysis
✅ Hire-priority review (bottleneck?)
🎯 END GOAL
Become a developer with cash-flowing assets producing enough monthly income to live freely. Wholesaling + land funds the transition; every SOP written today buys back a slice of your future time.
📚 SOP LIBRARY
Written playbooks per role. No SOP → no hire. This is the gate.
NEW SOP
👥 ORG CHART & HIRING PRIORITY
Roles built ahead of time — filled when bottleneck hits & SOP is written
The rule: Hire into whichever role is the actual bottleneck right now, never ahead of the SOP existing. Each hire only works if the written playbook lives in the SOP Library before day one.
Business
Relationship Bench
External network — documented contacts, not names in your head
Total people
0
Trusted
0
Strong
0
Roles covered
0 / 12
Main
Cash Buyers
Your buyer list — match properties to criteria instantly
Match a propertyEnter a deal to rank buyers whose buy box fits
ac
$
📜 ACTIVITY FEED
Everything that's happened across your CRM
Contacts
Everyone in your ecosystem — cash buyers, title reps, agents, wholesalers, lenders, contractors, county officials
Name
Type
Phone
Email
Location
Deals
Last Contact
Notes
Actions
AI ASSISTANT
Powered by Claude · Land co-pilot for deals, scripts, and priorities
C
Claude AI · Land Co-Pilot
Analyze deals · Write scripts · Prioritize leads
● Not connected
👋 Hi, I'm Claude — your land investing AI co-pilot. Paste your Anthropic API key in the key box on this page to get started. I can help analyze deals, write seller scripts, prioritize your pipeline, and answer any land investing question.