Your CRM fills itself from your transactions
Every party on a transaction becomes a contact, with the deals they've been on.
When you add a party to a transaction, whether by hand, from an intake link, or from a contract, they're added to your CRM, or matched to an existing contact by email. They're tagged Transaction party, and existing contact details are never overwritten.
- A party with a contact shows an In your CRM badge. Open the party and click View contact.
- The contact's page has a Transactions section listing every file they've been on, its status and their role.
Emails and texts sent from a transaction appear on the contact's timeline too.