The First CRM Built Exclusively for Land Investors
Every feature tailor-made for land investing — pipeline, finances, KPIs, AI insights, and deal calculators built in from the ground up.
📋
LEADS & PIPELINE
Add leads, track every stage from New Lead to Closed, set temperatures (Hot/Warm/Cold), and move deals through your kanban pipeline with quick inline editing.
💰
FINANCE TRACKER
Track every dollar in and out. Log land sales, wholesale fees, direct mail costs, and recurring expenses. See your net profit, margin, and tax-deductible totals at a glance.
📊
KPI CENTER
Monitor your Lead-to-Contract rate, pipeline value, conversion funnel, and temperature distribution. Know exactly where your business stands at all times.
🤖
AI ASSISTANT
Connect your Anthropic Claude API key to get AI-powered deal analysis, seller scripts, follow-up strategies, and personalized insights based on your live pipeline data.
🧮
DEAL CALCULATOR
Instantly evaluate any deal. Calculate net profit, ROI, and price per acre. Run your max offer price and seller finance payment scenarios before making any move.
📅
SMART CALENDAR
All your due dates, closing dates, follow-ups, and tasks auto-populate on the calendar. Click any day to add an event. Never miss a follow-up again.
🚀 HOW TO GET STARTED
1
Add Your First Lead
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.
2
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.
3
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.
4
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.
5
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.
6
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 THEME
Pick a color that feels right to you — you can change it anytime in Settings.
🌿 Forest
✓
⬜ Clean White
✓
🔷 Slate
✓
🌌 Midnight
✓
🧊 Navy
✓
🔮 Purple
✓
🌸 Pink
✓
✨ Gold Rush
✓
🔥 Ember
✓
🔴 Red Desert
✓
🌹 Rose
✓
🌊 Teal
✓
🖤 Charcoal
✓
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Dashboard
Revenue 0%
$0
all income sources
Expenses 0%
$0
total business costs
Net Profit 0%
$0
0% margin
Cash Flow
INOUT
TODAY'S ACTIVITY
Sales Funnel
Pipeline by Stage ($)
✅ TODAY'S TASKS
Lead Sources
Overdue Follow-Ups
LEAD MANAGEMENT
Scroll left/right to see all stages
ADD LEAD
PIPELINE
Full profiles · notes · labels · follow-ups
Lead Name
Stage
Temp
Location
Acres
Buy
Sell Price
Profit
Source
Due
Assigned
Actions
BUSINESS FINANCES
Track revenue, expenses & profit — all in one place
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
⚡ 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.
🤝 RELATIONSHIP BENCH
External network — documented contacts, not names in your head
ADD PERSON TO BENCH
💵 CASH BUYERS
Your buyer list — match properties to criteria instantly
Buyer Name
Status
Counties
Acres
Price Range
Pay Type
Deals
Last Contact
Actions
📜 ACTIVITY FEED
Everything that's happened across your CRM
CONTACTS
Name
Role
Phone
Email
County
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. Configure your Anthropic API key on the Cloud Sync page to get started. I can help analyze deals, write seller scripts, prioritize your pipeline, and answer any land investing question.