CRM & Automations

    The brain of your business.
    Running on autopilot.

    Visual pipelines, unlimited contacts, and a drag-and-drop workflow builder that connects every tool in your stack. Replace HubSpot, ActiveCampaign, and Zapier.

    See the CRM

    Visual Deal Pipelines

    Know exactly where every dollar is. Drag and drop leads through custom stages. When a lead moves to a new stage, trigger automations automatically—send an email, text your team, or update a spreadsheet.

    • Unlimited Contacts & Pipelines
    • Smart Lists & Segmentation
    • Custom Fields & Values
    New Leads ($4k)
    John Doe
    $1,500
    Sarah Smith
    $2,500
    Meeting Booked
    Tech Corp
    $10,000

    If this, then that. Times a thousand.

    The drag-and-drop workflow builder is the most powerful tool in Studio Escrow. Create complex logic branches without writing a single line of code.

    New Lead Nurture

    Draft • Last edited just now

    trigger
    New Lead Capture
    Triggered when a form is submitted
    Node Settings

    Triggers

    Form submitted, appointment booked, tag added, pipeline stage changed, invoice paid, email opened, incoming call, birthday arrived.

    Logic

    If/Else branches, wait steps (wait 2 days, or wait until Tuesday at 9AM), A/B testing splits, and goal tracking.

    Actions

    Send SMS, send email, drop ringless voicemail, add tag, create task, charge Stripe card, send webhook to another app.

    Mortgage & Real Estate Analytics Dashboard

    Real-time Analytics & Call Tracking.

    Stop guessing what's working. Track every lead source, measure call durations, and see exactly which marketing channels are driving the most closings.

    • Client Interaction Scoring
    • Custom Revenue Dashboards