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Matt Burkett🛠️ 1 toolJul 2, 2026@BurkettOptiIt's frustrating being miscategorized. The CRMopti isn't the main focus of the DealFlow. The idea is to be able to know your customer before you even talk to them. First figure out your ideal client profile, then grab some leads and push them to the salesopti (the most powerful part of the entire program) and get to know them before you even talk to them! Know that you can run any particular part of the system by itself. Also, the check out the free tools if you get a chance. -

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File and enforce mechanics liens. AI does the paperwork, licensed lawyers file.Open -
Love this CRM. No fields to configure or pipeline to define, it just does everything for you.
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Checked it out. On first glance, it appears to be just like any other stock analysis tool. After fiddling with it for several minutes, there seems to be nothing indicating that it uses AI.

