Features
Real estate follow-up CRM
NextAccord brings lead capture, contact management, daily follow-up, appointments, transactions, commissions, campaigns, and team coordination into one CRM built for real estate work.
Every paid plan includes the CRM tools needed to manage contacts, follow up consistently, organize transactions, track commissions, and run campaigns. Plans scale usage, seats, and team capabilities, not access to the CRM.
Primary feature categories
Lead Capture & Routing
Capture incoming leads, review their details, prevent duplicates, and route follow-up to the right person.
NextAccord helps organize leads you receive. It is not an advertising platform and does not independently create demand.
- Public lead-capture forms
- Lead capture from forwarded email notifications
- Lead review and acceptance
- Duplicate prevention before contact creation
- Lead-source tracking
- Assignment and routing
- Contact creation and follow-up handoff
Contact Management
Keep complete contact records, relationship history, custom details, lists, and follow-up context together.
- Complete contact records
- Activity and communication history
- Custom fields
- Custom lists
- Search and segmentation
- Contact import
- Consent and unsubscribe visibility
- Related transactions, tasks, appointments, and notes
Follow-Up & Communication
Manage tasks, reminders, connected email, campaigns, templates, daily priorities, and next actions.
- Tasks and reminders
- Daily digest and priority visibility
- Connected individual email when a mailbox is configured
- Campaign email with reviewed delivery controls
- Reusable templates
- Assignment notifications
- AI meeting or call notes
- AI-generated action cards
- Accepted actions that create tasks, transactions, or email drafts
Calendar & Time Management
Coordinate appointments, attendees, tasks, connected calendars, and scheduling from one place.
Connected calendar behavior requires the supported provider connection to be configured.
- Day, week, month, and agenda views
- Appointments and attendees
- Contact and transaction shortcuts
- Task scheduling
- Google Calendar connectivity
- Microsoft calendar connectivity
- Calendly integration
- Calendar synchronization and updates
- Upcoming appointments on the dashboard
Transactions & Commissions
Organize buyer and seller transactions, milestones, post-close work, and projected or received commission.
- Buyer and seller transactions
- Transaction stages
- Participants
- Milestones
- Task plans
- Approaching and stalled transaction visibility
- Post-close tasks
- Transaction activity history
- Commission tracking included in every paid plan
- Projected, expected, paid, and cancelled commission states
Team Operations
Coordinate roles, assignments, invitations, workloads, handoffs, permissions, and account ownership.
Team-specific administration is packaged for Team accounts. Individual paid plans still include Full CRM access.
- Owner, admin, agent, and assistant roles
- Invitations
- Permissions
- Lead and transaction assignment
- Assignment policies
- Workload visibility
- Deactivation handoff
- Ownership transfer
- Shared account administration
- Seat-aware team management
Workflow
From new lead to post-close follow-up
Step 1
Capture
Capture a lead from a form or forwarded notification and review the source, details, and duplicate signals.
Step 2
Organize
Build contact context with notes, consent, tasks, appointments, source, and related transactions.
Step 3
Follow up
Schedule and complete calls, email, campaign steps, reminders, and reviewed AI next actions.
Step 4
Close and continue
Progress the relationship into a transaction, track milestones and commission, then continue post-close follow-up.
Supporting capability groups
Depth where setup, data, and operations matter
AI Assistance
Meeting and call notes, action suggestions, drafting support, and accepted next-action creation.
Data Import & Portability
Contact import, mapping, duplicate decisions, error reporting, retry, account export, relationship preservation, and offboarding support.
Customization
Custom fields, lists, stages, templates, notification preferences, and role-aware setup.
Reporting & Administration
Usage visibility, plan and billing controls, account administration, operational visibility, and supported exports.
Guided Setup
A defined getting-started session to review import, provider connections, lead capture, and the first follow-up workflow.