Agent Resources Hub

DwellCRM is a comprehensive customer relationship management system designed specifically for real estate professionals. It helps you manage leads, transactions, communications, tasks, and more all in one place - with 12 built-in AI tools to save you time.

New users can sign up using Google Sign-In by clicking "Sign Up with Google" on the login page. This starts your 14-day free trial with full access to all features. No credit card is required to start.

Your 14-day free trial includes unlimited access to all CRM features: unlimited leads and contacts, AI-powered drip campaigns, transaction management, email and SMS communications, calendar integration, document storage, all 12 AI tools, and more.

Use the top navigation bar to access different sections like Dashboard, Leads, Transactions, Calendar, and more. Click your profile circle in the top-left to access Settings and Profile options.

Yes! Your dashboard features customizable KPI cards. You can select which metrics to display and arrange them according to your preferences. Available metrics include Total Leads, Open Tasks, Client Readiness, Lead Budgets, and more.

Most agents are up and running in under 15 minutes. Sign up with Google, import your contacts (or add them manually), and you're ready to go. We also offer free data migration from other CRMs if you need help moving your existing data.

DwellCRM is $79/month after your 14-day free trial. There are no setup fees, contracts, or hidden charges. You can cancel anytime from your subscription management portal.

We accept all major credit and debit cards (Visa, Mastercard, American Express, Discover) through our secure payment processor Stripe. All transactions are encrypted and PCI-compliant.

After your 14-day trial, you will be prompted to subscribe to continue using the CRM. Your data is preserved - once you subscribe, everything will be exactly as you left it.

Yes, you can cancel anytime. Go to Settings > Subscription > Manage Subscription and click "Cancel Plan" in the Stripe portal. Your access continues until the end of your current billing period.

Yes! Contact us for team and brokerage pricing. We offer volume discounts for teams of 5+ agents, with features like lead distribution, team dashboards, and shared drip campaigns.

Yes! We offer a 30-day money-back guarantee. If you're not satisfied within 30 days of subscribing, contact us for a full refund - no questions asked.

Absolutely. All payment processing is handled by Stripe, a PCI Level 1 certified payment processor. We never see or store your full credit card number - Stripe handles all sensitive payment data securely.

Navigate to the Leads page and click the 'Add Lead' button. Fill in the lead's information including name, email, phone, and other details. You can also set their pipeline stage, budget, and client readiness level.

The Leads Online Now feature shows you in real-time when known leads are browsing your website. When a lead visits your site, they appear in the green 'Online Now' widget on your dashboard. You can see which page they're viewing and reach out at the perfect moment.

Pipeline stages help you track where each lead is in your sales process. Common stages include: New Lead, Contacted, Qualified, Showing, Offer, Under Contract, and Closed. You can customize these stages to match your workflow.

Client readiness indicates how prepared a lead is to move forward. Levels include: Just Browsing, Researching, Ready in 3-6 Months, Ready in 1-3 Months, Ready Now, and Pre-Approved. This helps you prioritize your follow-ups.

Yes! We offer free data migration from other CRMs including KVCore, Follow Up Boss, LionDesk, Wise Agent, and spreadsheets. Our team handles the migration for you - usually completed within 24 hours.

On the Leads page, use the search box to find leads by name, email, phone, or property address. You can also filter by pipeline stage, client readiness, budget range, and lead source.

DwellCRM includes 12 AI-powered tools: Contract Analyzer, Inspection Report Analyzer, Contract Expert Chat, Compliance Checker, Addendum Generator, AI Home Valuation, AI Lead Scoring, Lead Analyzer, AI Email Writer, Email Enhancer, Dashboard Insights, and 10 Expert Personas.

Upload a contract PDF and the AI extracts all key information: parties, property details, financials, key dates, contingencies, and flags any missing signatures or issues. It saves hours of manual review per transaction.

AI Home Valuation provides instant property value estimates by searching real estate data. Enter any address and get estimated value, comparable sales, market analysis, and property details. Great for CMAs and listing presentations.

The Contract Expert is an AI-powered assistant that answers questions about TREC contracts. It provides specific section references, suggests ready-to-use verbiage, and helps you understand where to place information in contracts.

AI Lead Scoring analyzes each lead's profile completeness, engagement level, pipeline progress, and activity to calculate a score. It tells you exactly who to call first so you can prioritize high-value opportunities.

Describe what you want to say and get a professional email draft instantly. The AI uses lead context for personalization so every email sounds tailored. Writer's block, solved.

Chat with specialized AI experts: Broker, Loan Officer, Title Agent, Inspector, Appraiser, Social Media Pro, Transaction Coordinator, and more. It's like having a whole team at your fingertips, available 24/7.

No. AI tools provide educational guidance and helpful starting points, but are not legal or professional advice. Always consult your broker for unusual situations and appropriate professionals for complex matters.

A drip campaign is an automated sequence of emails sent to a lead over time. Instead of manually following up, you create a campaign once and assign it to leads. The system automatically sends each email on schedule and tracks opens/clicks.

Navigate to Email > Drip. Use the circular campaign designer to name your campaign, drag email templates to the 6 slots, set delays between emails, and click "Save Campaign". Then activate it for any lead with one click.

Yes! Over 40 merge fields are available including lead name, email, phone, budget, pipeline stage, and more. Your signature is automatically included. The system personalizes each email with the lead's actual data.

Yes! Every drip email includes open tracking and click tracking. You can see when recipients open emails and which links they click in the lead's engagement history and drip campaign stats.

The system automatically pauses campaigns when leads show engagement - like booking an appointment, replying via SMS, or moving to an engaged pipeline stage. This prevents over-communication with active leads.

Yes! In Drip Management, you can pause, resume, or cancel any active campaign. You can also skip or resend individual steps. Full control over every automated email.

Lead Capture Forms let you create custom forms to collect information from potential clients. When someone submits a form, their data automatically creates a new lead in your CRM. Forms can be embedded on your website, shared via link, or added to your Link in Bio page.

Navigate to Capture and click 'Design Forms'. Click '+ New Form', name your form, drag fields from the toolbox (text, email, phone, dropdown, etc.), configure each field's settings, and click 'Save'. Then share via link or embed code.

Yes! The Analytics tab shows Total Views, Total Submissions, Conversion Rate, and per-form metrics. Conversion badges are color-coded: green (20%+) for high-performing, yellow (10-19%) for average, red (<10%) for improvement opportunities.

Yes! Enable Auto-Responder in Form Settings to send automatic confirmation emails to people who submit your form. Customize the subject and message with merge fields for personalization.

Yes! In Form Settings under 'Document Attachment', enter your document URL and display name. When someone submits the form, they'll see a download button. Great for property brochures, buyer guides, or market reports.